{"_id":"5a67f044edf9a600400a2842","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":14,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9","5a8b9193e4eb600012e90dea","5b511e0bfe048400034364d8"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"5789af53d7bf751900e3cbe1","version":"56539c428b050e2100f006cd","__v":0,"project":"56539c418b050e2100f006ca","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2016-07-16T03:51:47.201Z","from_sync":false,"order":5,"slug":"jobs","title":"Jobs"},"user":"560c8b938753612100214236","githubsync":"","__v":0,"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-01-24T02:32:36.030Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":2,"body":"Planright allows you to import leads from WFM/XPM and schedule them like you would a job.\n[block:api-header]\n{\n  \"title\": \"Setting up Lead Imports\"\n}\n[/block]\nTo start working with leads in Planright, you will first need to create a job in WFM with a few tasks. This job will be used a bit like a template to create your leads in Planright. \n\nIn [XPM/WFM settings](http://help.planrightapp.com/docs/xpm-settings) you'll see an option to Import leads. Select this and enter the number of the job you created. \n\nPlanright will import all leads from XPM/WFM and display them in the same way jobs are displayed. Each lead is given a unique lead number to allow you to distinguish it from regular jobs.\n[block:api-header]\n{\n  \"title\": \"Scheduling Leads\"\n}\n[/block]\nTasks associated with leads are scheduled in the same way as jobs. \n[block:api-header]\n{\n  \"title\": \"Logging time against Leads\"\n}\n[/block]\nLog time against leads the same way you would with [tasks.](http://help.planrightapp.com/docs/updating-tasks#recording-time) Timesheets are also created for leads, but these timesheets are synced to the \"template\" job in WFM.","excerpt":"","slug":"working-with-leads","type":"basic","title":"Working with Leads"}

Working with Leads


Planright allows you to import leads from WFM/XPM and schedule them like you would a job. [block:api-header] { "title": "Setting up Lead Imports" } [/block] To start working with leads in Planright, you will first need to create a job in WFM with a few tasks. This job will be used a bit like a template to create your leads in Planright. In [XPM/WFM settings](http://help.planrightapp.com/docs/xpm-settings) you'll see an option to Import leads. Select this and enter the number of the job you created. Planright will import all leads from XPM/WFM and display them in the same way jobs are displayed. Each lead is given a unique lead number to allow you to distinguish it from regular jobs. [block:api-header] { "title": "Scheduling Leads" } [/block] Tasks associated with leads are scheduled in the same way as jobs. [block:api-header] { "title": "Logging time against Leads" } [/block] Log time against leads the same way you would with [tasks.](http://help.planrightapp.com/docs/updating-tasks#recording-time) Timesheets are also created for leads, but these timesheets are synced to the "template" job in WFM.