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.

17 articles in this collection
Written by Christina Farrow and Francine Ribeau

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

Written by Christina Farrow
Updated over a week ago

Setting Incoming Lead Notifications

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

Written by Christina Farrow
Updated over a week ago

Customizing Your Service Types

Written by Christina Farrow
Updated over a week ago

Customizing The Reasons Why A Lead Didn't Book You

You can customize your list of reasons to better suit your business and track important data to help you increase your booking success.

Written by Christina Farrow
Updated over a week ago

Customizing Your Booking Process / Sales Funnel

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

Bring in leads automatically with your customizable lead contact form

Written by Christina Farrow
Updated over a week ago

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 Francine Ribeau
Updated this week

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 Francine Ribeau
Updated this week

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

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 Lead Records

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 Francine Ribeau
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