In this quick video, you’ll learn about the new lead worksheet, where you can manually enter a lead into Táve. From the dashboard, click on the ‘New Lead’ dropdown button and select the Job Type. The job type will automatically populate into the worksheet. From there you can set some lead details, including where they heard about your business.
The Manual Workflow Progress box allows you to skip job stages easily. If you are entering a previously booked job, you’ll want to automatically mark it as Booked.
The contact section is where you add any contacts associated with a job. Certain contacts will be marked as clients. You can also set their appropriate Job Roles.
Adding events to the job is easy in the schedule section. Your primary session is there by default, but don’t hesitate to add additional scheduled events, such as calls or meetings.