Leads shows the same cards two ways. Use the Board / Lists switch at the top.
- Board: where every job stands. One column per stage.
- Lists: whose move it is. Reply now, then the people you are waiting on.
Move a lead to another stage
Any of these works. Pick the one that suits you.
- The menu on the card. Every card has a Stage menu. Choose the new stage. This works on a phone too.
- Drag it (on a computer). Hold the card and drop it on another column.
- The keyboard (on a computer). Tab to the dotted grip on the card, then press the left or right arrow. Keep pressing: the card moves one stage each time, and the keyboard stays on that card.
On a phone the board shows one stage at a time. Choose it from the Show stage menu at the top. On a computer the stages sit side by side; when they do not all fit, the board slides sideways. On a very wide screen (2560 px) up to nine stages fit at once.
The lists
| List | Who is in it |
|---|---|
| Reply now | Nobody has answered them yet, or they got in touch last. |
| Estimate owed / Estimate sent | You owe them a price, or you gave one. |
| Waiting on homeowner | You got in touch last. |
| Signed | The work is booked. |
| Completed | The work is finished. |
| Roll back later | Only cards you put there yourself. |
| Date passed, Not moving forward, Archive, Trash | The small links under the lists. |
The names follow your kind of business. Each card is in exactly one list.
- The red dot means they spoke last. The green dot means you did.
- New marks a lead nobody has opened yet.
- Waiting 3 days tells you how long. After a week the row turns amber.
- Sort by changes the order of the list you are on. Each list keeps its own.
Search and filter
- Search looks through names, towns, phone numbers, details and notes. Press the X to clear it.
- Filter narrows by Starred, Waiting 3 days or more, Stage, Assigned to and How they found you. The number on the button says how many are on. Clear the filter turns them all off.
Several leads at once
- In Lists, tick the leads (or Select all).
- Press Star, Archive or Move to trash.
- Move to trash asks first. Press Yes, move them. You can restore them from Trash.
Only the rows you can see are ever changed. When you search, filter, sort, or open another list or the board, your ticks are cleared, so tick the rows after you have found them. The number in the question is the number moved.
Good to know
- VOBIX remembers how you left it. The view, the list, the sort, the filter and the search come back when you reload, and on your other devices.
- A card never disappears silently. When a change moves it to another list, a bar says where it went, with Open that list.
- The numbers count real leads. Sample leads are counted apart, as "+2 sample".
- Ticked rows are not remembered on purpose. A reload clears them, and so does a new search or filter, so nothing is moved to the trash by mistake.
- A move is saved even if you reload or close the page right after.
- From the keyboard, a question like "Move 2 leads to the trash?" opens with No selected. Esc also answers no.