Forum Discussion

Jola's avatar
Jola
Contributor 2
3 months ago
Solved

How Do You Bulk Edit or Consolidate Lead Sources in Jobber?

I'm changing the lead source to consolidate door to door leads from per person to just Door to Door for my reporting.

Jobber Ai says to go to each one to change it - duh, but I don't want to go through all my clients and find them.

I tried both search bars when I'm on the client list, but neither is working. Any other tips - I'd love to

landscaping
lead gen
lead management
  • krista's avatar
    krista
    3 months ago

    Hi Jola​ thanks for the question! Jobber has a Lead Source Report that should help you consolidate and track your leads without having to update each client manually. This report gives you an overview of where your leads are coming from, so you can easily see totals for each source.

    You can check out our step-by-step guide here: Lead Source Report Help Article.

    This should make it much easier to manage your reporting without needing to edit individual client profiles.

4 Replies

  • krista's avatar
    krista
    Jobber Support Team
    3 months ago

    Hi Jola​ thanks for the question! Jobber has a Lead Source Report that should help you consolidate and track your leads without having to update each client manually. This report gives you an overview of where your leads are coming from, so you can easily see totals for each source.

    You can check out our step-by-step guide here: Lead Source Report Help Article.

    This should make it much easier to manage your reporting without needing to edit individual client profiles.

  • Jola's avatar
    Jola
    Contributor 2
    3 months ago

    That doesn't tell me who's been tracked as which lead; it just gives me the totals, and this doesn't solve my problem. 

  • krista's avatar
    krista
    Jobber Support Team
    3 months ago

    Thanks for clarifying, Jola — you’re absolutely right. The Lead Source Report shows totals rather than a list of specific clients by source, so it doesn’t help much if you’re trying to identify and update those individual records.

    However, the Client Report (listed just above the Lead Source Report) does include every customer along with their Lead Source and any other custom fields you’ve set up. That report should make it much easier to review and manage your client data without having to open each profile individually.

  • CMSRepairs's avatar
    CMSRepairs
    Contributor 2
    2 months ago

    Adding tags to our clients assists us with sorting clients lead status