Lead Flips Workflow

[LucasE]

Does anyone have a best practice in terms of how we should book jobs in order to accurately track leads flipped. If we want to emphasize and incentive our team to increase the amount of jobs flipped to our install crews we need to accurately access how many jobs they are turning over to our sales coordinators but short of digging through job details to see who was originally dispatched, we do not have a good way to aggregate this information.

Any advice?

Thanks

[jmoree]

Quick wins and just working through the sections.  Many times you need to make sure the feature is enabled or set up is fully complete to even earn the points.  Have fun with it, and the features you need to use to get points will get your technicians and office staff more engaged.   Enjoy!!