When creating a new lead, you can view the client's request by clicking on the eye icon in the Details column:
A window will open displaying all the information related to the requested job(s):
To process this lead, click on the icon in the Process column:
The following window will open. Make sure all required fields (marked with an asterisk *) are filled out, then click Next:
If a duplicate contact is detected, you'll be prompted to either select an existing contact matching the lead’s information or create a new one:
After making your choice, the Vehicle section opens, showing the information provided by the contact:
If the vehicle already exists in the DMS, the following window will appear:
A summary screen is displayed as the final step, allowing you to review all the information. Here, you'll find the details of the requested jobs, previously seen via the eye icon:
After validating the summary, Iziflo will redirect you to the job file editing page:
You can view the client's original request here:
Click Next to proceed to the appointment slot selection screen. The requested job date will be shown at the bottom left:
After selecting the date of the drop-off and collection times, click Modify to confirm the jobs creation. It will now appear:
Finally, the job must be scheduled on the planning board and assigned to a technician.