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Leads, Jobs, and Archive Dashboards

How to organize active leads, upcoming jobs, and jobs that no longer need your attention

2 authors10 articles

Articles

Leads and Jobs Dashboard: A Comprehensive GuideUnlock the power of Chariot's Leads and Jobs Dashboards to streamline your sales and operations. Learn to navigate key features and.
How to Utilize Leads and Jobs Dashboard Views in ChariotHow to create, save, and set default views for your leads, jobs, and archives pages, including columns, filters, sorts, and pinning.
Saved Dashboard Views: Some Ideas to Get You Started
Tagging on Leads and Jobs DashboardOrganize leads and jobs with tags for streamlined follow-ups, quick context, and easier filtering.
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.

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Booking and Reserving5 articlesMaximize efficiency with Chariot's booking & reserving features! From step-by-step guides to lead management, streamline job handling effortlessly