Managing Leads
Learn how to track and manage leads in Flashquotes
Overview
The Leads section in Flashquotes helps you track and manage potential clients from initial inquiry through quote acceptance. Each lead contains essential event details and client information needed for quote generation.
Lead Management
Lead Dashboard
Lead Dashboard
Key information
The lead dashboard provides a quick overview of your leads, including contact information, lead source, and status.
This is the best place to manage your active leads and will be your go-to workflow for quoting and converting leads to bookings.
Filters
- Filter leads by status, source, or date range
- Search for leads by common fields like name, email, or phone number
- Click on status cards to easily quick filter leads by status
- Reference Booking percentage to measure how well you’re converting leads to bookings
Use status indicators to quickly identify leads requiring attention.
Lead Details
Lead Details
Click on a leads access lead details and view all current quotes for the lead. The current quote statuses are displayed and will determine the workflow action.
Quote statuses
- Draft: A quote has been created but not yet sent. Build out this quote and send it to the lead.
- Sent - A quote has been sent to the lead. Follow up with the lead to secure the booking.
- Booked - A lead has booked the quoted event. Manage the booking and events to deliver amazing service
- Expired - The sent quote has expired before being booked. Send the quote again to reset expiration.
Lead Journey
Lead Journey
Follow leads through:
- Initial inquiry
- Quote generation
- Quote delivery
- Client communication and follow up
- Quote acceptance and booking
Sending out a quote within the first hour of inquiry can help you stand out and will increase your chance of securing the booking.
Most new leads are captured through the lead intake form embedded on your website, however, you can also add leads manually.
Best Practices
- Respond to leads promptly
- Keep lead information current
- Track communication history
- Monitor conversion rates
- Follow up consistently
Next Steps
After receiving leads:
- Create quotes
- Send quotes
- Track responses
- Follow up with clients
Managing Leads
Learn how to track and manage leads in Flashquotes
Overview
The Leads section in Flashquotes helps you track and manage potential clients from initial inquiry through quote acceptance. Each lead contains essential event details and client information needed for quote generation.
Lead Management
Lead Dashboard
Lead Dashboard
Key information
The lead dashboard provides a quick overview of your leads, including contact information, lead source, and status.
This is the best place to manage your active leads and will be your go-to workflow for quoting and converting leads to bookings.
Filters
- Filter leads by status, source, or date range
- Search for leads by common fields like name, email, or phone number
- Click on status cards to easily quick filter leads by status
- Reference Booking percentage to measure how well you’re converting leads to bookings
Use status indicators to quickly identify leads requiring attention.
Lead Details
Lead Details
Click on a leads access lead details and view all current quotes for the lead. The current quote statuses are displayed and will determine the workflow action.
Quote statuses
- Draft: A quote has been created but not yet sent. Build out this quote and send it to the lead.
- Sent - A quote has been sent to the lead. Follow up with the lead to secure the booking.
- Booked - A lead has booked the quoted event. Manage the booking and events to deliver amazing service
- Expired - The sent quote has expired before being booked. Send the quote again to reset expiration.
Lead Journey
Lead Journey
Follow leads through:
- Initial inquiry
- Quote generation
- Quote delivery
- Client communication and follow up
- Quote acceptance and booking
Sending out a quote within the first hour of inquiry can help you stand out and will increase your chance of securing the booking.
Most new leads are captured through the lead intake form embedded on your website, however, you can also add leads manually.
Best Practices
- Respond to leads promptly
- Keep lead information current
- Track communication history
- Monitor conversion rates
- Follow up consistently
Next Steps
After receiving leads:
- Create quotes
- Send quotes
- Track responses
- Follow up with clients