How do I add a job total or a note to a lead?
For pros
Open an accepted lead in the Leads tab. At the bottom are Job total, Paid and a Private note. Only you and your connected software see the note.
Type the amounts as plain numbers and move on. Each field saves on its own and shows Saved.
Entering job totals lets Reports show Revenue you reported and how it compares with what you spent on leads.
The same area shows the Lead ID and Customer ID with Copy buttons, so you can match a lead in your own software. If your software has linked its own ids, they are listed under In your software.
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