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