Skip Navigation LinksLead Sharing > Receive Leads

DUE TO OVERWHELMING DEMAND, THIS FEATURE WAS RELEASED EARLIER THAN ITS SCHEDULED DATE IN 2012.   Please note the documentation is subject to change at anytime as we obtain more customer feedback.  We believe we are covering as much as you will need to fully use the features.

MyOnlineToolbox allows you to receive leads from other contractors in your Lead Sharing network. These leads are either:

MyOnlineToolbox allows you to receive leads from other contractors in your Lead Sharing network. These leads are either:
  • A generic lead not associated to any particular job
  • A lead that originated from a specific job the contractor was working on 

Step by Step

  1. For all leads, just Select the Receive Leads option from the menu option   
  2. Then you simply review and accept the leads that have been sent to you.   
  3. Upon accepting the job you can now go to the Jobs section to convert the lead to an estimate, work orders and invoice.   
  4. Leads that have been reviewed and accepted by you then have the option grayed out to avoid duplication of creating new job records.  For now, any mistakes must be addressed manually since our first version of lead sharing is simply assisting other members in getting a lead to you as quickly as possible.