You can track multiple processes within your business independently. These are typically used to track your sales process separate from production. (e.g. Lead vs. Job)
Overview:
- When you create a new process, a separate tab is created on your Moraware Menu bar. You can then define the activities, forms and fields associated with the new process. For a Lead process you might create activities for Sales Call and E-mail and have a custom field for Lead Source.
- You add a new lead to your database, similar to the way you add a new job.
- When the lead becomes a viable job you can click a button to convert the lead into a job. This moves the information from the lead page to the job page.
- Security access is shared with jobs. A user with access to edit activities in jobs will also be able to edit activities in leads.
- Reports - if you have job related reports under the Reports tab you may need to modify them if you don't want the new process included.
Summary of Steps
- Create a new process
- Create a lead
- Convert lead to a job