Projects, clients, leads, and jobs... oh my! This resource guide will bring you up to speed on using projects in your business and help you get started with using a lead capture form to kick off your client process.
📖 Recommended Reading
- Projects vs. Clients - an essential primer on how projects and clients work in Dubsado
- What is a Lead Capture Form? - a quick overview of this special type of form
- Building a Lead Capture Form - written guide on the required and important components of a lead capture form
- Sharing and Embedding Your Lead Capture Form - learn about the two methods for sharing your lead capture form with the world
Projects, Clients, Leads, and Jobs
Having trouble keeping these four terms straight? This video will break down how they all fit together.
How to Use Lead Captures
Going beyond the basics of what a lead capture form does, learn why the lead capture plays an important role in your client process and how to incorporate it.