Working with Leads
PlanRight allows you to import leads from WFM/XPM and schedule them like you would a job.
To start working with leads in PlanRight, you will first need to create a job in WFM with a few tasks. This job will be used a bit like a template to create...
Fri, 20 Mar, 2020 at 4:44 PM
Tasks associated with leads are scheduled in the same way as jobs.
Tue, 10 Mar, 2020 at 3:10 PM
Log time against leads the same way you would with tasks Timesheets are also created for leads, but these timesheets are synced to the "template" ...
Fri, 20 Mar, 2020 at 4:42 PM