Working with Leads

PlanRight allows you to import leads from WFM/XPM and schedule them like you would a job.

Setting up Lead Imports
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 as a template to create your le...
Mon, 8 Jun, 2020 at 12:51 PM
Scheduling Leads
Tasks associated with leads are scheduled in the same way as jobs.
Tue, 10 Mar, 2020 at 3:10 PM
Logging time against Leads
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