Overview of Leads & Jobs
Learn about leads, jobs, and stages. Plus, master manual lead entry & direct web form dispatch to customers
6 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
Scheduling a SurveyEffortlessly schedule surveys in Chariot! Follow these steps to assign, customize, and notify customers about upcoming surveys.
Manually Adding an Address to ChariotEasily add a missing address manually when it doesn’t appear in the dropdown search by following these steps.
Clearing Out Old Leads in ChariotClear old leads by filtering by date, updating status individually or in bulk, and moving them to archives for a focused sales dashboard.
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.