In this article, you will learn:
Create a New Lead & link with your Accounting software (Xero)
How to use Notes in Leads
Notes are a great way to record information and communications with a client.
It can be used to record special notes (e.g., the client is known to one of the company directors) or to record a conversation with the client (e.g., called the client and advised that plans are ready for signing).
ℹ️ These notes are internal and can only be read by staff members who have access.
To access the notes, navigate to Sales > Select a Lead. Click the Note icon (
)
in the top right corner, to display/hide the notes section.
Type your note in the box (
) and press Enter or click the 
icon to add it. The system automatically records the person who entered the comment and the time it was entered.
If you have made a mistake, you can edit or delete a comment by clicking on the 
icon as highlighted below (
).
Uploading and Managing Files for Leads
JACK App allows any files relating to a lead to be stored in a customised file storage structure with folders of your choice!
To add a file to a lead (or a job), navigate to the relevant Lead > Files where you can either:
Use the
button at the top right of the screen to browse your network files, ORDrag and drop files into the upload section.
⚠️ It is essential to be within the specific folder you wish to upload the files, as you cannot move files between folders once uploaded.
If you have accidentally uploaded your file to the wrong folder, you can delete the file and upload it again to the correct location.
You have the option to add folder(s) and sub-folders using the 
button. Use the 
symbol to the right of a file to allow you to download, rename, or delete a file and view sharing & access options. For more information, see this article.