Leads & Contacts
How website leads reach you, how to set a lead status, how to convert a lead into a job in one click, and how to keep every customer in Contacts.
How leads come in and how to work them
Where website leads land in RidgeSync, how to set a lead to new, contacted, quoted, won or lost, and how to convert one into a job in a single click.
3 min4 steps
Manage your contacts
How to find, add and edit customers in RidgeSync — one address book holding every phone number, email and address, with each customer’s jobs attached.
3 min3 steps