With Funnel, you can create leads from new or existing clients, and when the time comes, transform a lead into a project.
There are 3 ways to create a lead.
(1) A new lead can be created through the Funnel page by scrolling down to the bottom of the page and clicking +Add Lead.
In the window that appears, fill in the information for the lead, define the lead source and market of the project, and optionally assign it to a Rep within your team.
(2) The second way to create a lead is to change a project to a Lead. Open a project and click Move on the Overview page of the project. Next, click Select Other Stage, select the checkbox for Lead, and click Confirm Stage Change.
(3) The third way to create a lead leads is from items in previous projects that use Jetbuilt's Asset Management.
You can have Funnel create new leads as EOW or EOL approaches for any items in your previous projects that you are tracking as Assets. Go to Settings > Funnel, scroll down and select Turn On Leads From Assets.
Open the project that contains the items you want to automate Leads from and go to the Assets tab. Click on the item and check the Warranty and EOL box. Fill in the sold date, length of warranty, and life expectancy. Next, select either EOW and/or EOL (in order to automatically create a lead from this item when the time comes), and click Submit.
We hope this helps! Please reach out to us in support chat if you have any questions 🙂