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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 th...
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.
