Aisle Planner

Aisle Planner’s Lead Manager is your central hub for capturing, tracking, and converting new business inquiries into booked clients. 

Instead of juggling missed emails, scattered notes, or manual spreadsheets, the Lead Manager automatically organizes incoming website inquiries, streamlines team assignments, and houses all client communications, proposals, and sales checklists in one clean workspace. 

Watch the quick video below for a tour of how the Lead Manager works, or follow our step-by-step guides to get your sales pipeline configured in minutes!

💡 A Quick Note on Documents, Quotes &amp; Invoices

You’ll also notice three additional tabs under the Sales navigation bar: Documents,

While these tabs display a master list of all files created across your account, we recommend creating documents, quotes, and invoices directly inside the specific Lead Record they pertain to.

Any file created within an individual lead record will automatically populate into these master sales tabs for quick reference and tracking!

<a href="http://help.aisleplanner.com/en/articles/16415466-getting-started-with-lead-manager-setup">Article 1: Getting Started with Lead Manager Setup</a> (Lead Sources, Service Types, Assignments &amp; Notifications)

<a href="http://help.aisleplanner.com/en/articles/16415673-creating-styling-automating-lead-contact-forms">Article 2: Creating, Styling, Automating &amp; Publishing Lead Contact Forms</a> (Default vs. Custom Forms, Auto-Responders &amp; Redirects)

<a href="http://help.aisleplanner.com/en/articles/16416182-managing-leads-from-inquiry-to-project-creation">Article 3: Managing Leads &amp; Converting to Projects</a> (Sales Pipeline, Lead Files &amp; Project Conversion)

1. <a href="http://help.aisleplanner.com/en/articles/16415466-getting-started-with-lead-manager-setup">Article 1: Getting Started with Lead Manager Setup</a> (Lead Sources, Service Types, Assignments &amp; Notifications)
2. <a href="http://help.aisleplanner.com/en/articles/16415673-creating-styling-automating-lead-contact-forms">Article 2: Creating, Styling, Automating &amp; Publishing Lead Contact Forms</a> (Default vs. Custom Forms, Auto-Responders &amp; Redirects)
3. <a href="http://help.aisleplanner.com/en/articles/16416182-managing-leads-from-inquiry-to-project-creation">Article 3: Managing Leads &amp; Converting to Projects</a> (Sales Pipeline, Lead Files &amp; Project Conversion)

Video tutorial:  Lead management made easy - manage all your leads in just one place!

🎥 An Intro to the Lead Manager

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🎥 An Intro to the Lead Manager

💡 A Quick Note on Documents, Quotes & Invoices

Next Steps to Get Started