Sales & Marketing
Leads, CRM, Documents, JACK's got your back
16 articles
How to create a new lead
Linking a lead to a Xero contact
How to record and edit notes on a lead
Creating automated email marketing campaigns
Forecasting contract signing dates, construction start dates, and build durations and how they affect the cashflow forecast
Create a document with online payment enabled
Online document signing - customer has signed manually
Edit email content sent to the recipient when a document is sent
Sending documents to suppliers, contractors, and clients
Enabling online payment relating to a document - adding a Xero contact
Add attachments to documents
How to create folders for your files
How to manage files for a lead
Uploading files to a lead or job
Creating different job types: cost-plus, fixed-price contract, and percentage complete
Creating Cost Options in Client Proposals