Managing Leads

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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

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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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Tracking Performance

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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

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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