Photographers – Case study
Here’s where to start…
ACCOUNT SET UP
- Select settings on top right-hand corner.
- Complete My Profile.
- Complete Business Profile
- Add your email address at Email Account
How to add leads into RunSensible
ON HOME PAGE
-
-
- Select
- Select
- Fill in Basic information and
- On the Leads List page, select lead by clicking on the respective name.
- Select any action desired… send an email, schedule an appointment, create a task or a note … by clicking on any of the buttons:
- Later you may check all your activities by selecting any of the buttons:
-
To build a contact from a lead and convert them to a customer, follow the steps below:
- OR
simply select
How to add CONTACTS in RunSensible
ON HOME PAGE
- Select
- Check out the list for existing contacts/customers,
OR
select to fill in Basic information and .
On the Contacts List page, select contact by clicking on the respective name.
- On the contact page, select any action desired to send an email, schedule an appointment, create a task or a note … by clicking on any of the buttons:
- Select to check previous Notes, Emails, Tasks, Appointments
- Select for contact/customer Basic information.
- Select to check previous invoices and/or create a new one by clicking on
- Select to check previous tasks and/or create new ones by clicking on Fill in the form. If necessary, you may add new activities under Settings/CUSTOMIZE/Activity Types.
- Select to check projects and/or create new ones by clicking on Fill in the form.
If necessary, you may add new project types under Settings/ PROJECT/Project Type/Create Type.
Also, you may add new project pipelines under Settings/ PROJECT/Project Pipeline/Add.
- Select to check previous appointments and/or create new ones by clicking on
- Select to check previous files sent to contact and/or sending new ones.
How to process PROJECTS in RunSensible
ON HOME PAGE
- Select
- Check out the list of existing projects,
OR
- select to fill in New Project information and
If necessary, you may add new project types under Settings/ PROJECT/Project Type/Create Type.
Also, you may add new project pipelines under Settings/ PROJECT/Project Pipeline/Add.
On the Projects List page, select a project by clicking on the respective name.
Default quick workflow stage check buttons:
- Select to check different stages of the project.
- You may add a new stage to workflow under Settings/PROJECT/Project Pipeline/Stages/Add Stage.
- You may add new activities to each stage by clicking on
- RunSensible offers to send questionnaires to your contacts. To create questionnaires, go to Settings/PROJECTS/ Questionnaire
- Likewise, you may add contract forms in RunSensible. Go to Settings/PROJECTS/ Contract
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