Convert a Lead Into a Client and Job

About this video

Turn a contacted lead into real work in KaamCam: open the lead, jump to the client record that was created for it, create their first job with the site address already filled in, see the job on their profile, then mark the lead Converted and keep dead leads out of the way with Archived.

Chapters

1. 0:00Intro
2. 0:19Open the lead
3. 0:38View the client
4. 1:11Create the job
5. 1:48Estimate, crew and portal
6. 2:05Back on the client
7. 2:19Mark the lead Converted
8. 2:36Archive dead leads