What is the difference between a lead, a quote and a job?

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Moverbase’s powerful system helps you to organize between Leads, Jobs, and Quotes.

  • Leads– A Lead is a potential client. Under the LEADS Tab, you can add a new LeadLeads
  • You can put as much or as little into the Lead Information. For example, you may not know a Move Date, so just enter any date as a placeholder. All this information can be edited

Quotes: A Quote is when you are starting to create a Job, and you are gathering information about the Job details. To create a Quote, simply go to the JOBS Tab and hit + NEW JOB, or hit the same button on the dashboard. Moverbase also allows you to convert a Lead directly into a Quote.

Jobs: A Job is started once the Quote has begun. A Quote is a step towards completing a Job. All Jobs can be found under the JOB Tab

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