Managing Leads

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

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.

Follow leads through:

• Initial inquiry
• Quote generation
• Quote delivery
• Client communication and follow up
• Quote acceptance and booking