Annie-eccs
13 hours agoNew Member
What’s the best way to manage and track leads in Jobber?
Hi! I have searched all throughout old conversations to try and see if anyone else has run into the same challenge I'm currently facing and read some good advice but I wanted to see if anyone had anything new to add.
I'm looking for a way to actually track leads, whether that be in jobber with request titles, tags, or custom fields OR integrating a whole separate lead management software.
I don't like leads to stay in the new request stage until an assessment is schedule as I do not provide in home estimates.
Does anyone have any workarounds they use in jobber for better tracking lead stages and a better system to track when you need to call, text, follow up etc. Or if you found a better integration option. Thank you!!