Managing your leads

Every enquiry arrives in Leads with the customer’s answers, photos, postcode and the price they saw. You also get an email straight away, and a text if you’ve turned text alerts on (Pro).

Move each lead along as you go: New → Contacted → Quoted → Won or Lost. You can see them as a list or as a board.

Open a lead to:

• call, text or WhatsApp the customer with one tap;
• add notes and tags, and assign it to someone in your team;
• record the final job value when you win it, so your analytics show real takings;
• delete it if the customer asks you to.

Alerts

Choose where new leads are emailed and texted under Settings → Business, and your own notifications under Account → Notifications. See New lead alerts and notifications.

See how it’s going

Analytics shows where your leads come from, what you win and where customers give up.