If you want to skip the lead process and just create a job for a client you can easily do that in the Jobs tab. This process will just create a job. Make sure to send invoices, questionnaires and contracts separately if you start this way.

Go to the Jobs tab and click the "Create" button in the  upper right.

This will open the New Job modal where you can enter the job information. First, add the primary contact's name and assign them a role. You can either select one of your existing contacts or you can add a new one. The contact's job role will help you better define their relationship to the job. For example, a wedding might have a bride or a portrait session might just have a client. And creating a new contact will add that person to your contact list.

Only the Contact Name and Job Name are required but you can also add other info like a location name and address. If your lead has also requested a specific shoot date, you can add that as well. You can also set the date and the time by clicking on the calendar picker. If it's an All Day event, make sure you check the All Day box so that it shows up on your calendar appropriately.

When the job is created, it will contain different sections. The job information overview appears at the top of the page. The primary contact, job name, and job type,Job Location and Address, and Job Date/Time can be updated by clicking the "Edit" button.

A job will also contain tabs so that you can view and create Timeline, Documents, Invoices, Emails, and Notes & Activity. 

Whenever you need to look up any info or perform any actions related to the job (i.e. send an email to the client, send contracts, add personnel, etc.), simply navigate to the job in your jobs list under the Jobs tab. Each column is sortable by clicking on the column title. You can also search for a particular job in the upper right.

Creating a job for any new lead inquiry will allow you to keep track of its related activity, all the way from corresponding with your lead to booking the client and collecting payments to marking it as completed.

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