The Lead Manager: Capture Leads & Book New Clients
From lead inquiry to booking, Aisle Planner has helpful CRM and booking tools for every step of the way.
By Sara and 1 other2 authors14 articles
- 🎥 An Intro to the Lead ManagerVideo tutorial: Lead management made easy - manage all your leads in just one place!
- Article 1: Getting Started with Lead Manager SetupGet your Lead Manager fully configured before receiving your first inquiry
- Article 2: Creating, Styling & Automating Lead Contact FormsBuild, design, automate, and publish your client intake forms
- Article 3: Managing Leads: From Inquiry to Project CreationMaster the day-to-day sales cycle and convert leads into active clients.
Additional Lead Management Resources
Deeper dives into features
- 🎥 Adding Custom Fields To Your Lead RecordsVideo Tutorial: Add Custom Fields To Track Any Additional Information That's Most Important To You
- Creating a Project from a LeadCreate a project from a booked lead with a few simple steps.
- Using your Sales Workflow to Keep you on Task and Drive SalesKick off Lead Manager Workflow Automation By Creating Custom Sales Workflow Templates
- Connecting Your Lead Contact Form To Your Facebook PageConnect your Lead Contact Form to automatically drop new leads from Facebook into your lead manager.
- Downloading your LeadsExport your leads as an Excel workbook with ease so you can analyze, report, and maybe even get those holiday cards out on time this year.
- 🎥 Customizing Your Booking Process / Sales FunnelVideo Tutorial: Customize your lead status to personalize your booking process
- New Lead NotificationsWhat happens when a prospective client contacts you through your contact form? Learn more here!
- 🎥 Customizing Your Lead SourcesVideo Tutorial: Customize your lead sources
- 🎥 Setting Default Lead AssignmentsVideo Tutorial: Set your default lead assignments
- 🎥 Customizing Your Service TypesVideo Tutorial: customize your service types