The first of four stages of a job. You haven’t yet turned the lead into a job.
What is a lead? And where does it come from?
Leads are the first stage of any job in Táve. They can be manually added using the ‘New Lead’ button on the dashboard or they can be added automatically through one of the many Contact Form options.
Leads are where you’ll have your initial dialogue with a potential client. You’ll be sending them quick response template emails (to speed up communication), discussing scheduling, and sending them a quote, questionnaire and contract to get them booked officially.
Quick Tip: You can create some awesome reports when you define where your leads come from.
In this quick video, you’ll learn about the new lead worksheet, where you can manually enter a lead into Táve. From the dashboard, click on the ‘New Lead’ dropdown button and select the Job Type. The job type will automatically populate into the worksheet. From there you can set some lead details, including where they heard about your business.
The Manual Workflow Progress box allows you to skip job stages easily. If you are entering a previously booked job, you’ll want to automatically mark it as Booked.
The contact section is where you add any contacts associated with a job. Certain contacts will be marked as clients. You can also set their appropriate Job Roles.
Adding events to the job is easy in the schedule section. Your primary session is there by default, but don’t hesitate to add additional scheduled events, such as calls or meetings.
You can set your own custom statuses to work perfectly for your lead tracking workflow. Not only can you have custom statuses, but the lists themselves are extremely powerful. You can set your leads to change status automatically after a given amount of time.
Questionnaires are an integral part of how you can gather information you need from your new leads and clients. Most basically, they are forms that you create to ask questions and get answers.
In a standard quote, you’ll add packages and products that you want to offer your client. You can make some the items required, others suggested, and even include products that are optional that your client can add while reviewing the quote.
A standard quote allows you to set one payment schedule, one questionnaire, and one contract to be included in the booking process.
In an advanced quote, you can have your client select from several different quotes, give them multiple payment schedule options, and have them complete more than one questionnaire or contract during the booking process.
Method 1 – Send a Quote
Using this method, you’ll be able to walk your clients step-by-step.
Start by going to a lead and clicking on the Quotes & Orders tab. Then in the quotes box either copy a quote template that you previously built or build a new one from scratch.
If you’re using a quote template that you created in Settings, you can modify it this lead only or send as is.
Method 2 – Create an Order
This method will allow you to book your clients with a simple sales order and one or more invoices.
Start by going to the Quotes & Orders tab on the lead and clicking New Order. You can also use one of your quote templates as the base of the order. With an order, you can bypass the booking process if you’d like.
Creating an order is a great way to add additional items that your client purchased after you’ve booked them.
When you don’t book a lead, you’ll close it. You can do so by going to the job overview page and click on the Close button. You’ll specify the reason why you closed it so that you can use the Lead Closed Reasons Report. If you want to customize these reasons, you can do so in Settings › Job Closed Reasons.
Something important to remember is that you will only close leads that you don’t book or jobs that were cancelled. You should not close jobs that are completed as this will affect your reporting. Learn more about the difference between a closed job and a completed job here.