The Lead Manager: Capture Leads & Book New Clients

🎥 An Intro to the Lead Manager

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

Written by Christina Farrow
Updated over a week ago

Setting Up Your Lead Manager

🎥 Setting Default Lead Assignments

Video Tutorial: Set your default lead assignments

Written by Christina Farrow
Updated over a week ago

🎥 Setting Incoming Lead Notifications

Video Tutorial: Who gets notified when you have a new lead? Learn how to specify who is notified here.

Written by Christina Farrow
Updated over a week ago

🎥 Customizing Your Lead Sources

Video Tutorial: Customize your lead sources

Written by Christina Farrow
Updated over a week ago

🎥 Customizing Your Service Types

Video Tutorial: customize your service types

Written by Christina Farrow
Updated over a week ago

🎥 Customizing The Reasons Why A Lead Didn't Book You

Video Tutorial: Customize your list of reasons to better suit your business and track important data to increase your booking success.

Written by Christina Farrow
Updated over a week ago

🎥 Customizing Your Booking Process / Sales Funnel

Video Tutorial: Customize your lead status to personalize your booking process

Written by Christina Farrow
Updated over a week ago

Setting Up Your Booking Workflow with Custom Lead Checklists

Kick off Lead Manager Workflow Automation By Creating Custom Lead Checklist Templates

Written by Christina Farrow
Updated over a week ago

Adding Custom Fields To Your Lead Records

Video Tutorial: Add Custom Fields To Track Any Additional Information That's Most Important To You

Written by Christina Farrow
Updated over a week ago

Setting Up Your Lead Contact Forms

🎥 Setting Up Your Lead Contact Form

Video: Bring in leads automatically with your customizable lead contact form

Written by Christina Farrow
Updated this week

Adding a Redirect URL to Your Lead Contact Form

Want to send a new lead to your appointment scheduler or redirect them to your Marketplace Galleries? Learn how here.

Written by Christina Farrow
Updated over a week ago

Custom Styling for Lead Contact Forms

Customize your lead contact forms so they match the look and feel of your website with colors, font styles, and font sizes.

Written by Christina Farrow
Updated over a week ago

Setting Up Lead Inquiry Auto-Responders

Written by Christina Farrow
Updated over a week ago

Connecting Your Lead Contact Form To Your Facebook Page

Connect your Lead Contact Form to automatically drop new leads from Facebook into your lead manager.

Written by Christina Farrow
Updated over a week ago

Managing Leads

An Intro to Your Lead Index

Written by Christina Farrow
Updated over a week ago

Adding Leads Into Your Lead Manager

Bring in new leads automatically into your lead manager

Written by Christina Farrow
Updated over a week ago

Downloading your Leads

Export 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.

Written by Christina Farrow
Updated over a week ago

You've Booked A New Client - Now What?

Creating a Project from a Lead

Create a project from a booked lead with a few simple steps.

Written by Christina Farrow
Updated over a week ago