Customers & Leads

Import customers, manage leads, and keep your pipeline organized.

6 articles4 topicsOwner/Admin

Common tasks in this section

Import customers Add a new lead Convert a lead Message customers

Popular in this section

Import customers

Bring in your customer list fast so you can start quoting, scheduling, and invoicing without rebuilding everything by hand.

Lead ManagementOwner/Admin

Add a new lead

Capture a new lead so the office can follow up, quote it, and move it toward scheduled work.

Lead ManagementOwner/Admin

Move a lead through the pipeline

Update the lead stage so your pipeline reflects what is actually happening with the job opportunity.

Browse by topic

Customer Import

1 article

Import customersBring in your customer list fast so you can start quoting, scheduling, and invoicing without rebuilding everything by hand.

Customer Messaging

1 article

Message customersSend customer messages from Zentive so follow-up stays tied to the right contacts and jobs.

Customer Records

1 article

Edit customer detailsClean up contact info, property details, and notes before the wrong person gets the next quote, job, or invoice.

Lead Management

3 articles

Add a new leadCapture a new lead so the office can follow up, quote it, and move it toward scheduled work.Move a lead through the pipelineUpdate the lead stage so your pipeline reflects what is actually happening with the job opportunity.Convert a lead to a customerMove a real prospect into an active customer record once the office is ready to quote or schedule the work.

Best place to start

Start 1Customer Import

Import customers

Bring in your customer list fast so you can start quoting, scheduling, and invoicing without rebuilding everything by hand.

Start 2Lead Management

Add a new lead

Capture a new lead so the office can follow up, quote it, and move it toward scheduled work.

How to use this section well

If your team is unsure where to begin, import customers first and then clean up the records one by one.

Use task-based articles first, then reference articles after the workflow is moving.
Share specific article links with crews or customers instead of sending them to the homepage.
Contact support if the live UI does not match the documented path.

Still need help?

Contact Zentive support

Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.

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