Managing Leads (Sales Opportunities)
Learn how a move flows in Chariot from start to finish
11 articles
- Creating and Managing TasksHow to use Chariot tasks to stay on top of your work!
- Using the Job Notes Feature in ChariotLearn how to use Chariot’s timestamped Job Notes to keep a reliable, chronological record of all customer interactions.
- Seeing Where Customers Drop Off on Your Web FormIdentify when and where customers stopped filling out your Chariot web form so you can follow up smarter.
- Fixing Address Errors on Leads and JobsIf address autocomplete stops working and no suggestions are populating, a simple page refresh usually fixes it. Here's why it happens and what to do.
- Recording Why You Lose or Disqualify Leads (Outcome Reasons)Record why you lose or disqualify leads to spot trends, boost your booking rate, and uncover new service opportunities.
- Why Your Job Details Might Not Be UpdatingIf totals or details on a job summary aren't reflecting recent changes, here's what's likely happening and how to fix it.
How Leads, Jobs, and Stages work in Chariot
Learn about leads, jobs, and stages. Plus, master manual lead entry & direct web form dispatch to customers
- Manually Adding a Lead to ChariotAdd leads manually in Chariot's user-friendly interface, ensuring no missed opportunities. Learn how in this article
- Understanding Leads, Jobs, and Stages in ChariotExplore Chariot's lead and job stages for seamless organization, task tracking, and error prevention in your moving company
- Manually Adding an Address to ChariotEasily add a missing address manually when it doesn’t appear in the dropdown search by following these steps.
- What Are the Differences Between Lead/Job Pages and Customer Pages?Understand the key differences: Lead/Job Pages track individual jobs, while Customer Pages consolidate jobs and financial info by customer.
- Understanding Job Stage Colors & Where you'll see themEach stage of a job or lead is represented by a specific color for easy tracking and efficient workflow management