Jetpack CRM – Quick Guide
Lead & Task Management Made Simple
1
Capture Client Details
- Create a new contact in Jetpack CRM.
- Choose the correct client type.
- Fill in all client/contact information accurately.
Lead — New Lead
Customer — Existing Client
2
Create Lead Task
- Create a new task for the client.
- Task name must include the company/client name and quote number.
Task Name Example
ABC Construction – Q1045
3
Tagging – Task Action Type
- Use one of the following task tags to show the required action.
Follow Up 1
Follow Up 2
Follow Up 3
Call Client
Email Quote
4
Lead Source
- Select where the lead came from.
WhatsApp
Email
Walk In
Website
Facebook
Referral
5
Description – Follow-Up Log
- Log every interaction in the task description.
- Write every new entry on top of the previous entry.
- Reschedule the due date as required.
Description Format Example
02 May 2025
Action Taken: Called client
Client Response: Waiting for budget approval
Next Action: Follow up Friday
29 Apr 2025
Action Taken: Sent WhatsApp message
Client Response: No reply
Next Action: Call client
Action Taken: Called client
Client Response: Waiting for budget approval
Next Action: Follow up Friday
29 Apr 2025
Action Taken: Sent WhatsApp message
Client Response: No reply
Next Action: Call client
Important Notes
Always update the due date after each interaction.
Keep all follow-up history in the description log.
Every task must have a task tag and a lead source.
Consistent logging improves follow-up and sales conversion.
Log it. Follow it. Close it. | Every lead. Every time.