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Create & Track a Lead

December 26, 2018 by admin Updated: March 27, 2020

  • Customer & Lead Management
  • create, lead, prospect, track

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  • 1. Getting Started (8)
    • Pricing Explained
    • Markate Platform overview
    • New User - Transfer the Data into Markate
    • New user - Account Setup
    • Update default Notification options
    • Setup Business Email Branding
    • Site Map - Navigate the System
    • Navigate Mobile App
  • 2. Online Payments (15)
    • Wisetack - Enroll for Customer Financing
    • How to set up Online Payment methods?
    • Store Customer Credit Card Securely and Process Payments
    • Authorize.net Configuration
    • How to store Customer's Card on File?
    • How to setup Payment Schedule in Invoice
    • Add Markup to the Estimate?
    • How to add Flexible Package estimate?
    • How to include Payment processing fees
    • Save your Card for Auto renewal on your Markate subscription
    • Ask for Deposit
    • Accept Tip
    • Record Expense from App
    • Record Payment from app
    • Record a Expense / Mileage
  • 3.Quick Reference (7)
    • Workflow for Mobile app
    • What to do if App freezes?
    • How to set Calendar Time Zone?
    • How to inactivate an Employee?
    • How to move items?
    • How to Reschedule a work order?
    • How to Resend Invoice?
  • Add-ons (4)
    • CompanyCam (3)
      • How to add photos from CompanyCam on App
      • How to Activate CompanyCam
      • How to add photos from CompanyCam on Desktop
    • How to add photos from CompanyCam on App
    • How to Activate CompanyCam
    • How to add photos from CompanyCam on Desktop
    • Feature upgrades for your Account
  • Customer & Lead Management (6)
    • Sales Pipeline
    • Checklist Feature
    • Add / Edit Customers Online
    • Lead Management through Mobile app
    • Create & Track a Lead
    • Manage Customers through Mobile App
  • Customize (4)
    • Customize default Email & SMS templates
    • Add / Edit a Business Logo
    • Change Default Invoice Settings
    • Change Default Estimate Settings
  • Dashboard & Reports (1)
    • View Reports
  • Employee Management (5)
    • Multiple Employees Clocking In/ Out on a WO
    • Employee Clock In on Work Order
    • Manually Clock In and Out on App
    • How to use Employee app
    • How to add Employee & Setup Permissions
  • Estimate (10)
    • Cost Estimator
    • Edit / Resend / Clone an Estimate
    • Change Default Estimate Settings
    • Virtual Video Estimate
    • Schedule an Estimate
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    • Add Markup to the Estimate?
    • How to delete an Estimate?
    • Upsell your services using options estimate
    • Sending an Estimate from App
  • How To (42)
    • How to enable CompanyCam in Markate (Video)
    • Merge Customer
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    • How to delete recurring workorder
    • How to Migrate Data into Markate
    • How to search by resource id in Quickbooks online
    • How to create Tasks?
    • How to use Zapier
    • How to delete recorded payment
    • How to switch between accounts
    • Jobs Bird Eye View
    • Request a deposit via Invoice
    • How to Setup Call Forwarding for Virtual Number
    • Schedule Settings
    • Reschedule Work order from Mobile app
    • How to Setup Employee Roles
    • How to access Activity Log
    • How to add Recurring Invoice?
    • How To Install google play on Amazon Fire HD Tablet
    • How to use NiceJob Connector?
    • Markate app Offline Mode
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    • Customize homepage display on the app
    • File Vault
    • How to Setup Google and FB review link
    • Route planner
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    • Create Service Items, price list
    • Convert Inquiries to Customers
    • Accept Facebook bookings
    • Hide Quantity, Price
    • Pay by Text
    • Record Payment from app
    • Tag a customer to a Group or Source
    • Setup Virtual Number
    • Virtual Estimator
    • Attach Photos, docs by default
    • How to setup Recurring Work Order?
  • Invoice (1)
    • Change Default Invoice Settings
  • Latest! (1)
    • Report Settings > Employee Time Log
  • Marketing (15)
    • Marketing Channel
    • Promotional Blast
    • Setup Customer Portal & Invite customers
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    • Virtual Video Estimate
    • Postcard Blast
    • Marketing Features we offer
    • How to setup Ringless voicemail Blast
    • How to setup Drip Text Automation
    • Automated Postcard Marketing
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    • Run Deals
    • SMS Blast
    • Design / upload Postcard using designer
  • Online Booking (3)
    • Lead Contact Form
    • Customer Experience booking Online
    • Online Booking Setup
  • Quickbooks (4)
    • Auto Sync Quickbooks
    • How to Check Quickbooks Sync Errors
    • Quickbooks - Common Sync Errors
    • Sync with Quickbooks
  • Reviews (4)
    • How to add Google And Facebook review link
    • How to use NiceJob Connector?
    • NiceJob Connector
    • How to use Ask for Review feature?
  • Schedule & Dispatch (6)
    • How to Edit / Pause/ Cancel the Recurring Work Order
    • How to Create Work Order
    • Change Order Process
    • Schedule Settings
    • How to setup Recurring Work Order?
    • Pre Work order Setup
  • Spanish Help (1)
    • Reloj de entrada y salida

Knowledge Base Articles

  • September 15, 2023
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  • September 15, 2023
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  • September 15, 2023
    Manually Clock In and Out on App
  • August 10, 2023
    Sales Pipeline
  • April 17, 2023
    Reloj de entrada y salida

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