Your one-stop shop for help on TrackerRMS
1. Click the add new record button to select a lead record. There are a few ways to add lead records into Tracker. From this general section here, the company record, contact or candidate record....
1. Leads in Tracker are a way to show conversions. 2. You can create a lead on a prospective client, and follow all of the steps until you make it an actual client. You can also use leads on prospe...
1. Within a lead record, you will see a Lead Qualification tool called MANDACT. 2. The aim is to achieve a high enough score to convert this lead into an opportunity/job. 3. You can increase th...
This lesson explains the Action Menu within a Lead Record. 1. From within the lead record, we can click on the action menu. 2. We can log an activity. 3. Or delete the lead if we created multi...
1. To convert a lead to a job record, click on the action menu from within that lead. 2. Select Convert to a job. 3. Click "Yes". This will not delete the lead, but simply create a separate job...