Customers & Leads

Add and import customers, share your lead form, and move leads through the pipeline.

9 articles5 topicsOwner/Admin

Common tasks in this section

Add a customer Import customers Edit customer details Manage customer locations Share your lead form Add a lead Work your lead pipeline Convert a lead Fix CSV import errors

Popular in this section

CustomersOwner/Admin

Add a customer

Create one customer by hand from Customers → Add Customer or the setup guide, then use the record's quick actions to book work, quote, invoice, or invite them to the portal.

CustomersOwner/Admin

Import customers from a spreadsheet, QuickBooks, Jobber, or Housecall Pro

Upload a CSV or Excel export, check the column matches, review duplicates and errors, and import in one pass. Failed rows can be downloaded, fixed, and re-uploaded.

CustomersOwner/Admin

Fix customer or employee import errors

What each import error means, how to fix the file, and how to re-upload only the failed rows.

Browse by topic

Customer Locations

1 article

Add and manage customer locationsKeep each property under the correct customer so crews arrive at the right address with the right instructions.

Customer Records

1 article

Edit customer detailsChange a customer’s contact details, address, status, and notes from Edit customer on the customer card, and understand what updates flow to invoices, QuickBooks, and the portal.

Customers

3 articles

Add a customerCreate one customer by hand from Customers → Add Customer or the setup guide, then use the record's quick actions to book work, quote, invoice, or invite them to the portal.Import customers from a spreadsheet, QuickBooks, Jobber, or Housecall ProUpload a CSV or Excel export, check the column matches, review duplicates and errors, and import in one pass. Failed rows can be downloaded, fixed, and re-uploaded.Fix customer or employee import errorsWhat each import error means, how to fix the file, and how to re-upload only the failed rows.

Lead Management

2 articles

Add a leadCapture a prospect with contact details, source, requested service, deal size, stage, and a follow-up date, from Add New Lead, an import, or your public request form.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.

Leads

2 articles

Work your lead pipelineSet up stages, use saved views (Needs Follow-Up, Hot, Stale), drag leads between columns, record next actions, and convert won leads into customers.Share your lead formPut your public request form on yard signs, your website, social bios, and business cards with a link, an embed snippet, or a QR code. Requests land in Lead Management.

Best place to start

Start 1Customers

Add a customer

Create one customer by hand from Customers → Add Customer or the setup guide, then use the record's quick actions to book work, quote, invoice, or invite them to the portal.

Start 2Customers

Import customers from a spreadsheet, QuickBooks, Jobber, or Housecall Pro

Upload a CSV or Excel export, check the column matches, review duplicates and errors, and import in one pass. Failed rows can be downloaded, fixed, and re-uploaded.

How to use this section well

Import your customer list first; everything else in Zentive attaches to a customer record.

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

Tell us what happened and what you have already tried. We will include this article so you do not have to start over.

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