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 toSolved59Views0likes4CommentsReferral Feature - Choosing incentive structure
What incentive option are you all finding works best; percentage-based vs. set dollar amount? I'm curious about what others are doing to spread the word about this new referral system to existing clients and prospective clients (aside from the email campaigns within Jobber)626Views6likes9Comments