Before you start adding new leads or clients in CRM, you want to make sure that your lead statuses, categories, and sources are set up the way your company needs. Even though ZevBit provides some default options, but every company is unique. The idea is to review and customize these categories first, so you’ve got everything ready to go before you add a new client or project.
Step 1: Set up Lead Sources
Lead sources are what power “Projects by Source” reporting. On the dashboard, ZevBit shows how many projects came from each source, and you can manage those sources in Settings → Lead Source.
Do this now:
Go to Settings
Open Lead Source
Add/edit your real sources (Google, Yard sign, Referral, Facebook, etc.)
Delete the ones you’ll never use
Contractor Tip:
If you spend money on marketing, make sure every lead gets the right source so your dashboard tells the truth.
Step 2: Set up Lead Statuses (Your Pipeline Stages)
Pipeline view is driven by lead statuses. Any status you add becomes a stage in the pipeline, and new leads start at Lead Added by default.
Do this now:
Go to Settings
Select Status
Select Lead
Add statuses that match your real process
Recommended statuses:
New Lead (default, can not delete the status but can edit)
Scheduled (default, can not delete the status but can edit)
Contacted
Site Visit Scheduled
Met On Site
Estimate Sent
Follow-Up Needed
Won
Lost
Step 3: Confirm Your Team Members (Agents)
When creating a client, you can assign a project to a team member from your Team list. Team members are managed from the Team page.
Do this now:
Go to Team
Add a team member who will own leads and meetings
Once added, the user can assign that member to any project.
Know more about the Team, click here.
Step 4: Set up Meeting Categories (Task Types/Categories)
When you schedule meetings, “Type of Task” uses preset categories, which can be created/edited in Settings.
Do this now:
Go to Settings → Calendar → Add Category
Create categories like:
Site Walk / Walkthrough
Estimate Review Call
Design Meeting
Inspection
Know more about the Calendar settings, click here.
