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SnapClub makes managing your photography easy. Thanks to this app, users can do what they love while
fostering stronger client relationships. Let’s look at some of the convenient features SnapClub
offers
to help you stay organized and on top of all your responsibilities.
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Snapclub CRM
Adding Lead Source & Job Types
HOW TO CREATE LEAD SOURCES & JOB TYPES?
Video: Lead Source : Job Types
To create Lead Sources name, access Settings, navigate to the General section, and click on Lead Sources. You will find the list of default lead sources that you can use. For creating a new lead source, select Add New Lead Source, enter the name for the lead source, and click Save.
This will enable you to identify the source of your leads and effectively track and manage your leads and streamline your business planning.
To create the Job Types name, access the General section and click on Job Types.
You will find some job types listed which can be used. To create new job types select Add New Job Type, enter the desired Job Type, and choose a color from the dropdown menu. Finally, click Save to finalize the process.
This allows you to easily classify and organize your jobs based on their specific types, enhancing your workflow management.
Video: Lead Source : Job Types
To create Lead Sources name, access Settings, navigate to the General section, and click on Lead Sources. You will find the list of default lead sources that you can use. For creating a new lead source, select Add New Lead Source, enter the name for the lead source, and click Save.
This will enable you to identify the source of your leads and effectively track and manage your leads and streamline your business planning.
To create the Job Types name, access the General section and click on Job Types.
You will find some job types listed which can be used. To create new job types select Add New Job Type, enter the desired Job Type, and choose a color from the dropdown menu. Finally, click Save to finalize the process.
This allows you to easily classify and organize your jobs based on their specific types, enhancing your workflow management.