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
5 articles
- 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