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🎥 An Intro to the Lead Manager

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

Christina Farrow avatar
Written by Christina Farrow
Updated over a year ago

Aisle Planner’s Lead Management Tool helps you stay on top of the booking process and take a prospective client from lead to booked in a snap. By keeping all of your leads organized in one place, you can easily see who you need to follow up with, take notes about your prospective client’s needs, as well as quickly send them the forms they need to book you. Take it a step further and use our Lead Captures Forms so inquiries land right in your inbox and auto-responders so potential new clients receive more information about you just moments after reaching out.

References in this video to your Business Settings are now located here:

*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!

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