Lead Qualifying Workflow in Jobber
I may be hitting the edge of what Jobber can do in terms of it's sales CRM capabilities. BUT maybe someone has a good idea. For my higher ticket item: Permanent Christmas Lights I schedule a site vi...
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Hello, I share a similar challenge managing the request list.
I'd love to see some way to set a Request Status, ideally with a customizable list of stages. e.g. Contacted, Verbal pricing given, Call back next month, Qualified ...
Also, would like to assign the lead to a Salesperson.
Are any of these things in development?
We have a similar issue exactly like this and we are trying to develop something. We currently use asana in a Kanban style board but it's a lot of back and forth going to three different apps including our email inbox, jobber, and asana. It seems like jobber is not doing anything about this and we need another front end CRM. We have been looking at pipe drive, fresh sales, and a gmail integration called drag