Link a lead to a job
Connect a won lead to the real job it becomes in your ERP.
This page is about . Your system is set to a different one, so the screens and behaviour here may not match what you see. Use the switch at the top of the contents to change it.
Overview
Once a lead is confirmed and your ERP has a job for it, linking the two keeps the sales history connected to the job that actually gets scheduled and invoiced.
Step by step
- Open the lead’s detail screen.
- Find the Linked Job field and start typing the job’s name or customer.
- Pick the matching job from the results.
- Click Save.
The job’s name shows against the lead from then on, and the link is one-directional - the job itself in your ERP isn’t modified, this only records the connection on the Tradie side.
See also
- Search for a customer - the same kind of ERP search
- Change a lead’s status - marking the lead Sold