Add a lead by hand.

A lead is one person (or company) asking you for work. Each one gets one card.

Steps

1. Open Leads (on a phone it is in the bar at the bottom).
2. Press Add a lead.
3. Type their Name. That is the only line you must fill in.
4. Add what you know: Phone, Email, What they need, Details, Address, Town, How they found you.
5. If there is a day for the work, choose it under Job date. If not, leave it empty.
6. Rough value is your own guess of what the job is worth. Nobody outside your team sees it.
7. Choose the Stage it starts in, and who it is Assigned to (or leave it on Nobody yet).
8. Press Save this lead. You land on the lead's card.

Good to know

• What you type is kept until you save. Close the page, reload it, or pick up your phone: the form comes back the way you left it. It is cleared when you press Save this lead.
• Phone numbers are tidied for you. Type 5550100142 and the card shows (555) 010-0142.
• One number in the phone box. To text a lead, the box must hold one number. An extension like "x12" is fine. With two numbers or a note in the box, VOBIX will not text it until you fix it.
• A new lead starts in Reply now, because nobody has answered it yet.
• The person you assign it to is told inside VOBIX, under Notifications. Nothing is emailed or texted.
• Dates look like Nov 26, 2024 everywhere.

If something goes wrong

• "Type their name." The name is empty.
• "That does not look like a phone number." Use digits. Brackets, dashes and spaces are fine.
• "Some lines need another look. Nothing was saved yet." Fix the lines marked in red and press save again. Everything else you typed is still there.