Getting started with the CRM
Last updated:
Set up LeadHunter USA CRM in a few minutes: business details and logo, your first customer, your first quote, and sending it.
Scout says: Four steps, and you’re ready for your first paid job.
Open Customers
Sign in and open Customers in the menu. The first time, a short welcome tour shows how it works.
At the top you see Get started. It ticks itself as you go.
- Step 1: Add your business details and logo. Your name, logo, phone and address go at the top of every quote and invoice. They live in Quote & invoice settings.
- Step 2: Add your first customer. A name and a phone number is enough. Want a test run first? Choose Or try it on yourself first.
- Step 3: Create your first quote. Pick the work from your price list or type it in. You see the total as you go.
- Step 4: Send it from your phone. Open the quote and press Send from my phone.
Closed the list or the tour? Open Setup & help and choose Show the Get started list or Replay the welcome tour.
Your price list
Save the work you do often in Products & services. When you make a quote, pick from it instead of typing.
Typed a new line on a quote? Save it to the list from there.
Needs you
Needs you in the menu keeps what is waiting on you in one place: questions customers asked on a quote, follow-ups that are due, and quotes approved lately.
Related help
- Adding customersAdd a customer with a name and a phone number, then keep notes, a job stage, visits and tags on their page.
- Making a quoteBuild a quote from your price list, offer up to 3 options, add a discount, and choose what the customer sees.
- Sending a quote or invoiceSend a quote or invoice from your own phone with a QR code, by email, or with a link. See when it is opened and approved.
Still stuck?
Email us at support@leadhunterusa.com.