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...
Thu, 14 Nov, 2024 at 10:04 PM
Scheduling Leads
Tasks associated with leads are scheduled in the same way as jobs.
Thu, 14 Nov, 2024 at 10:04 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&quo...
Thu, 14 Nov, 2024 at 10:04 PM