ZenMaidZZenMaid
Apr 8

Create report showing estimate and sales for a lead

Today, I have to click on each day of the month and write down the name of the customer (lead) to track the estimates sent out each month. It takes me an hour. If there was a report, it would take me 5 minutes, or less. I also take that list and go back into Zenmaid to see if the lead became a customer and if they are buying our services. Again, this takes me about 1 hour. A report showing estimates to sales would reduce this time to 5 minutes, or less.
PendingPending