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 Sara1 author21 articles
- 🎥 An Intro to the Lead ManagerVideo tutorial: Lead management made easy - manage all your leads in just one place!
- Accessing Lead FilesStore all files pertaining to your leads in one central location within the Lead Manager. Contracts, Proposals, Invoices, and Questionnaires.
- Intro to Lead Record 2.0This new design helps you move faster by surfacing important information more clearly and organizing details in a way that feels natural and easy to scan. It’s the same powerful…
- 🎥 Setting Default Lead AssignmentsVideo Tutorial: Set your default lead assignments
- 🎥 Setting Incoming Lead NotificationsVideo Tutorial: Who gets notified when you have a new lead? Learn how to specify who is notified here.
- 🎥 Customizing Your Lead SourcesVideo Tutorial: Customize your lead sources
- 🎥 Customizing Your Service TypesVideo Tutorial: customize your service types
- 🎥 Customizing The Reasons Why A Lead Didn't Book YouVideo Tutorial: Customize your list of reasons to better suit your business and track important data to increase your booking success.
- 🎥 Customizing Your Booking Process / Sales FunnelVideo Tutorial: Customize your lead status to personalize your booking process
- Using your Sales Workflow to Keep you on Task and Drive SalesKick off Lead Manager Workflow Automation By Creating Custom Sales Workflow Templates
- 🎥 Adding Custom Fields To Your Lead RecordsVideo Tutorial: Add Custom Fields To Track Any Additional Information That's Most Important To You
- 🎥 Setting Up Your Lead Contact FormVideo: Bring in leads automatically with your customizable lead contact form
- Adding a Redirect URL to Your Lead Contact FormWant to send a new lead to your appointment scheduler or redirect them to your website or welcome video? Learn how here.
- Custom Styling for Lead Contact FormsCustomize your lead contact forms so they match the look and feel of your website with colors, font styles, and font sizes.
- Setting Up Lead Inquiry Auto-Responders
- Connecting Your Lead Contact Form To Your Facebook PageConnect your Lead Contact Form to automatically drop new leads from Facebook into your lead manager.
- New Lead NotificationsWhat happens when a prospective client contacts you through your contact form? Learn more here!