Creating a Job Card:
Accessing the Leads Module:
Open the Leads Module from the explore bar on the left side of the page.
Navigating to Lead Information:
Check the tabs, especially the MY LEADS tab, and use the search bar and toggles to find the lead you need.
Opening Lead Information:
Click on the relevant lead to open its information page.
Use the blue buttons for various actions, like creating a job card.
Initiating Job Card Creation:
Click on "Create Job Card."
You'll see a success message—just click "okay" to dismiss it.
Versatility in Workflow:
This process works similarly for creating quotes and invoices.