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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.

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Creating Leads

Want quotes to build themselves? Set up Flashquotes AutoDraft so every lead comes with a pre-built draft quote ready to send.
To manually create a lead:
  1. Navigate to the Leads page
  2. Click the + New Lead button in the top right
  3. Fill in the required fields:
    • First Name
    • Last Name
    • Email
  4. Optional fields include:
    • Phone Number
    • City
    • Company Name
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

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Managing Leads

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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

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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.

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Tracking Performance

The Leads dashboard includes valuable metrics like booking percentage, helping you track what percentage of quoted leads convert to bookings.
Monitor your top revenue-generating clients and analyze lead performance trends with the Reports dashboard. This helps you identify your most valuable relationships and focus retention efforts appropriately.

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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

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Best Practices

  1. Respond to new leads promptly to maintain engagement
  2. Use the status filters to prioritize follow-ups
  3. Monitor booking percentages to optimize your quote strategy
  4. Keep lead information up-to-date for accurate reporting
  5. Enable SMS opt-in on your forms to expand communication channels
  6. Use SMS opt-in status to prioritize follow-up methods

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Frequently Asked Questions About Quote Expiration

No. When a quote expires, customers cannot proceed with booking. They’ll see a message explaining the quote has expired with options to:
  • Request a new quote with current pricing
  • Contact your company directly to discuss
This ensures all bookings use current pricing and availability.
Open quotes also expire automatically when you block calendar dates that overlap with the quote’s service dates in the calendar view.
You can change expiration dates from three locations:
  • Lead Details Page - Click on the lead and edit the quote
  • Quote Edit Page - Modify the expiration field while editing
  • Quote View Page - Quick edit the expiration date
Simply change the date to a future date to keep the quote active.
Yes! To reactivate an expired quote:
  1. Navigate to the quote (from leads, quote edit, or quote view)
  2. Change the expiration date to a future date
  3. The quote becomes immediately bookable again
Consider whether the pricing is still current before reactivating old quotes.
This protection ensures:
  • Customers receive accurate, current pricing
  • Availability is verified before booking
  • Your business isn’t locked into outdated rates
  • Service offerings and packages remain current
  • Reduces pricing disputes and confusion
It’s a safeguard for both you and your customers.
Most businesses find 7-14 days optimal because it:
  • Creates urgency without rushing decisions
  • Allows time for customer consideration
  • Keeps pricing relevant to current costs
  • Encourages timely follow-up
Configure your default in quote settings.

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Next Steps

Once you’ve created a lead, you can:
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