Lead Management

• Lead Management

  Lead Management Short: How to track, qualify, and convert leads into clients. Managing Leads Location: Leads page Lead statuses New — Just received. Contacted — Initial contact made. Qualified — Confirmed interest and budget. Won — Converted to client. Lost — Not a fit. Process View leads and filter by status. Use the interactive map to visualize leads. Click a lead for details, update status, add notes. Create esFew readers

Client Management

• Client Management

  Client Management Short: Add clients manually, import via CSV, and manage client profiles and history. Adding Clients Manually Location: Clients → Add Client Steps Go to the Clients page. Click Add Client. Fill required fields: Name (required) Email (required for portal access) Phone (required for SMS) Address Notes Click Save. Best practices Always include email to enable portal invites. IncludeFew readers

Property Management

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Initial Setup (Organization Settings, Team Setup, Billing Setup)

• Initial Setup

  Initial Setup Short: Organization, Team and Billing setup required to launch a tenant on Creative Job Hub. 1. Organization Settings Location: Settings → Organization Steps Navigate to Settings → Organization. Enter your Organization name and Timezone. Upload your company logo in Branding (PNG/JPG, recommended 200×200px). Add company address, phone, and email (these appear on PDFs). Customize PDF terms and conditions.Few readers