Introduction
Welcome to Chariot's Leads and Jobs Dashboard, your go-to tool for managing sales opportunities and booked jobs. This article will guide you through the features and functionalities of these dashboards, helping you make the most out of Chariot's powerful capabilities.
Understanding Leads and Jobs
Leads: Unbooked prospects, representing sales opportunities.
Jobs: Booked opportunities that operations or dispatch is planning for or executing.
Dashboard Distinction
We've separated Leads and Jobs dashboards to cater to specific user needs. While both offer similar information, this division allows sales and operations teams to focus on their respective areas efficiently.
Key Features
Overview: Get a quick glance at customer information, requested services, recent activity, creation date, move details, and pricing.
Tags and Ownership: Add tags like "difficult customer" or "left voicemail." Assign or reassign sales owners to leads.
Sorting and Filtering: Sort by recent activity or filter by various criteria, ensuring a customized view tailored to your needs.
Quick Views: Access essential job details without leaving the page using quick view options on the left.
Bulk Actions: Streamline your workflow by selecting multiple leads or jobs for bulk actions. Update stages, delete, or reassign effortlessly.
Optimizing Your Workflow
Sorting: Identify stale leads by sorting based on recent activity. Follow up on untouched opportunities efficiently.
Filtering: Use filters to focus on specific criteria, such as leads assigned to a particular sales owner or jobs of a specific type.
Quick Views: Save time by accessing job details instantly through quick views without navigating away from the dashboard.
Bulk Actions: Manage multiple leads or jobs simultaneously with bulk selection and streamlined bulk actions.
Conclusion
Chariot's Leads and Jobs Dashboards offer a unified platform for sales and operations teams to enhance their efficiency. Whether you're a salesperson tracking leads or part of the operations team managing booked jobs, leverage these features to streamline your workflow.