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Customers & Leads

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

12 articles9 topicsOwner/Admin

Common tasks in this section

Create a customerManage customer locationsImport customersAdd a new leadConvert a leadMessage customersUse message centerSet automatic reminders

Popular in this section

Customer ImportOwner/Admin

Import customers

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

Customer ImportOwner/Admin

Fix CSV import errors

Download failed rows, fix validation issues, and rerun only the corrected customer import records.

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.

Browse by topic

Automations

1 article
Set up automatic remindersCreate dependable reminders for upcoming work and unpaid invoices without sending customers too many messages.

Customer Import

2 articles
Import customersBring in your customer list fast so you can start quoting, scheduling, and invoicing without rebuilding everything by hand.Fix CSV import errorsDownload failed rows, fix validation issues, and rerun only the corrected customer import records.

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 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.

Customers

1 article
Create a customer recordAdd a customer with clean contact and service information so quoting, scheduling, invoicing, and messaging work correctly.

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.

Messages

1 article
Use the message centerKeep customer conversations in one place and make sure the office knows what still needs a reply.

Notifications

1 article
Set up customer notificationsChoose which job and account updates customers receive so they stay informed without being overwhelmed.

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 2Customer Import

Fix CSV import errors

Download failed rows, fix validation issues, and rerun only the corrected customer import records.

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.
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