Leads vs. Jobs - Keeping Marketing & Operations/Production Separate
I propose that there are two separate numbers for "Jobs" - one for new leads coming in (a separate lead number), and once the job is sold, then converting that lead into a job (with an assigned job number).
The way it's set up right now, any sort of job card that gets created is automatically a job, which doesn't allow me to communicate between leads/jobs. I need to make these job cards in order for Analytics to track what leads came in, but the "job number" automatically assumes that the job has been sold - messing up our job numbering system. It falsely classifies the leads with a job that's ongoing. This also falsely communicates that we had "X" amount of jobs (job cards) being created throughout the year, which also doesn't allow the user to sequentially decipher what jobs are actually produced (which affects the Operations/Production).
I would appreciate that this numbering system can be changed to where it doesn't assign the job number until after a project is sold.
