In this article, you will learn how to mark leads as lost, allowing you to develop an accurate conversion rate for your business.
In Workiz, a lead is considered a potential job — not a potential customer. A lead can be used to:
- Store information for a potential job
- Schedule an on-site visit to make a quote for a potential job
To learn more about how to create a new lead, please see this article.
How to convert a lead into a job
In order to mark leads as lost, you will first need to enable the Leads add-on from the Marketplace.
To learn more about enabling the add-on, please see this article.
If a client has decided they aren't interested in scheduling a job with your business, you can easily mark the lead as lost.
- Open the lead you want to mark as lost
- Select Actions > Mark as lost
Once you mark a lead as lost, it will no longer appear on the Leads page. Lost leads will appear in the Leads report when filtering results by a status of Lost.