How-to Create a New Lead

Follow the steps below to create a new lead.

1. From the Leads section, click the “New Lead” button on the right side of the user profile. Refer to image 1.a on the right side.
2. Depending on if you have multiple Sales templates a pop-up box will appear asking you to “Select a Form.”  If not, you will go to the Sales Project.
3. Begin filling in the customer information you have.  NOTE: Filling this customer section out will not save the customer information into the system.  This must be manually done.  Proceed to step 4 for instructions.
4. When typing the customer’s name in the “Customer Name” field a plus-sign box will appear to the right of the field.  Click this plus button.  This will open the Customer template and allow you to create a new customer.  By clicking save the customer information will be saved into the system and the customer information on the sales project will be auto-populated.
5. After you have filled out as much of the fields as you can on the Sales project click the blue icon that says “Save and Close.”  You will go back to the user profile and the new lead will appear in the Sales Projects list.  Open the Sales project up by clicking on it.  Refer to image 5.a.
6. By clicking on the Sales project, this allows you to mark the current phase of that project and make any changes to the project or customer details.

Management of Projects

After you have created a new lead (sales project) it appears on the list view.  You can access any leads that have been created simply by clicking on the list item allowing you to edit the details and to track the progress.

Conveniently located on the Sales page you can track the status of projects by looking at the status bar.  On the status bar you can find which projects are in the corresponding phases: Lead, Qualification, Sales Call, Proposal, and Deal.  The salesperson can set sales targets for different time frames.

When you have closed the deal with the customer you can easily create an estimate through the sales project by clicking on the “Create Estimate” button at the bottom.

Creating a New Estimate

As a sales person, more than likely, you will be creating estimates for your customers.  We do not want you to have to struggle with going into the Estimates section, clicking the “Add New,” and enter all of the customer information after you already created a sales project.  No worries!  You can generate estimates for sales project straight from the project itself!  Also, you can process that estimate into a work order all without having to leave the Leads section.  Follow the steps below to create an estimate from an existing sales project.

1. From the Leads section scroll down the Sales Projects section and click on the project you wish to generate an estimate for.
2. Edit any of the project details.  NOTE:  You can edit customer details in the Estimate and Jobs section, if it changes at these points.
3. Scroll to the bottom and on the right-side click the “Create Estimate” button.  A pop-up box may appear asking you to select the appropriate Estimate form.
4. Begin adding the Estimate details, including any notes or materials.  NOTE: The customer information should auto-populate.
5. After you have entered all of the Estimate details go to the bottom and select either the “Open in reporting,” “Preview,” “Save and close,” or “Save and send.”
   1. Open in reporting will produce the estimate from the Estimate report you have in NetDispatcher
   2. Preview gives you a print preview look while using NetDispatcher’s default Estimate report
   3. Save and close will save and close this estimate and take you back to the project information
   4. Save and send will save and send the estimate to the email(s) of your choice
6. To turn the estimate into a work order hit the “Save and close” button.  This will take you back to the project information.
7. Click the “Edit estimate” button.
8. Scroll to the bottom and click on the white arrow on the “Save and close” button.  A list will appear.
   1. Process – process the estimate into a work order without signifying whether it was won or lost
   2. Mark as lost – mark the project as a loss
   3. Win and process – mark the project as a win and process estimate into a work order
   4. Save and send will save and send the estimate to the email(s) of your choice
9. Click either “Process” or “Win and process.”
10. A pop-up box will appear asking you to select the appropriate job template.
11. Click “Continue.”

After you click “Continue” you will begin entering the job details, if the estimate had not already filled those fields out.

To create an estimate from scratch all you need to do is go into the Estimate section, click “Add New” and enter the appropriate information.

Click on the images to enlarge.

Signature Capture

Our Signature Capture features allows you to have your customers sign-off on estimates, work orders, and invoices.  This feature greatly benefits those who want to ensure that a customer has signed off on a item prior to performing the job or coming to agreement on terms and pricing.  Check out our PowerPoint on the left which shows how the feature works.

Mobile

Currently, a user can access the Desktop view of the Husky Intelligence website on both a tablet and cellphone by using their device’s Internet browser.  All of the information listed above works the same way for mobile devices when accessing the Desktop view.

However, our Sales and Estimate section of the Mobile Application is being updated and will be released in the near future.  We apologize for any inconvenience this may cause for you.