Workiz

Learn about how and when to create a lead in Workiz.

How to create leads

Learn how to manage leads after they’ve been created in Workiz.

Learn how to quickly convert a lead into a job.

Learn how to mark leads as lost to provide you with a more accurate conversion rate.

Learn how to create custom statuses for leads.

Learn how to create Workiz Automation rules to help you keep track of leads.

Learn how to set up auto leads to easily create leads from your lead sources.

Find answers and get help from Intercom Support and Community Experts

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