Managing Leads
Learn how to manage and track potential customers in Flashquotes
Overview
Leads in Flashquotes represent potential customers who have expressed interest in your services. A lead can be created either automatically through your website’s lead intake form or manually within the application. Each lead contains essential contact information and can be associated with quotes, making it easy to track your sales pipeline.Creating Leads
Manual Lead Creation
Manual Lead Creation
To manually create a lead:
- Navigate to the Leads page
- Click the
+ New Leadbutton in the top right - Fill in the required fields:
- First Name
- Last Name
- Optional fields include:
- Phone Number
- City
- Company Name
Automatic Lead Creation
Automatic Lead Creation
Leads are automatically created when potential customers submit your lead intake form embedded on your website. These leads will include:
- Contact information
- Event details
- SMS opt-in status (if enabled)
- A pre-built quote awaiting pricing
Learn how to embed the lead intake form in the Forms section
Managing Leads
Lead Status Filtering
The Leads dashboard allows you to filter leads by their current status:- Total Leads: View all leads within a selected date range
- Open Inquiries: Leads who haven’t received a quote yet
- Quoted Leads: Leads who have received a quote but haven’t booked
- Booked Leads: Leads who have received a quote and completed a booking
Lead Information Display
Each lead entry displays comprehensive information:- Contact Details: Name, email, phone number
- SMS Opt-in Status: Visual badge for leads who have opted in to SMS communications
- Quote Status: Current quote status (if applicable)
- Booking Status: Whether the lead has converted to a booking
- Date Created: When the lead was first captured
- Last Activity: Most recent interaction or update
Leads with both phone numbers and SMS opt-in consent display a green “SMS”
badge, making it easy to identify contacts who can receive text messages.
Tracking Performance
The Leads dashboard includes valuable metrics like booking percentage, helping
you track what percentage of quoted leads convert to bookings.
Lead Organization
Leads are organized chronologically and can be filtered by date range. Each lead entry displays:- Contact information
- Quote status (if applicable)
- Booking status
- Date created
- Last activity
Best Practices
- Respond to new leads promptly to maintain engagement
- Use the status filters to prioritize follow-ups
- Monitor booking percentages to optimize your quote strategy
- Keep lead information up-to-date for accurate reporting
- Enable SMS opt-in on your forms to expand communication channels
- Use SMS opt-in status to prioritize follow-up methods
Next Steps
Once you’ve created a lead, you can:- Create and send quotes
- Track their progress through your sales pipeline
- Convert them into bookings