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.
🎥 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!