In this tutorial, we'll walk you through the process of using tags to enhance organization and efficiency in managing your leads and jobs.
Understanding the Leads and Jobs Dashboard
The Leads and Jobs Dashboards serve as centralized hubs for all your leads and jobs, conveniently sorted by stages such as estimates sent. To access these dashboards, simply click the arrows on the top left corner of your screen.
Harnessing the Power of Tags
Amid valuable information displayed on the dashboard, you'll find a column labeled "tags." Think of tags as your shorthand notes, a place to attach essential information to a lead or job.
Common Use Cases for Tags
Most commonly, users utilize tags to document follow-up activities. For instance, notes like "left VM on 8-1, call 8-3" help with tracking and managing interactions with leads. This feature is a game-changer for sales, providing a quick overview of necessary follow-ups.
Extended Applications for Jobs
For jobs, tags can be applied to signify completed tasks, such as tagging jobs with the status of a post-move checklist or post-move follow-up. This functionality ensures that your job-related information is both comprehensive and easily accessible.
Enhance Your Workflow
By incorporating tags into your routine, you'll streamline your workflow and boost productivity. Quickly identify the next steps with customers or the status of completed jobs at a glance, saving you valuable time and effort.
Conclusion
We value your input! If you have any questions about using tags or suggestions on how we can further improve this feature, don't hesitate to let us know. Your feedback is crucial in shaping a platform that caters to your specific needs.