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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!
Lead Emailing and IntegrationUtilizing the new Client Email Hub to send, receive, and track client email correspondence with third party email integration.
🎥 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
Setting Up Your Booking Workflow with Custom Lead ChecklistsKick off Lead Manager Workflow Automation By Creating Custom Lead Checklist 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!