Leads
A lead is a potential customer who hasn’t booked yet. Tracking them stops enquiries getting lost.
What you record
Section titled “What you record”- name and company
- phone and email
- city, state and postal code
- the source, such as a referral or a website form
- the service requested
- an estimated value
- who it’s assigned to
- a follow-up date and notes
Lead status
Section titled “Lead status”| Status | Meaning |
|---|---|
| New | Just came in. |
| Contacted | You’ve reached out. |
| Qualified | It’s a real prospect. |
| Estimate requested | They’ve asked for a price. |
| Estimate sent | You’ve sent one. |
| Won | They became a customer. |
| Lost | They went elsewhere or dropped out. |
Move a lead along as the conversation progresses. When one is won, add them as a customer.
Who can manage leads
Section titled “Who can manage leads”Owners, office managers and dispatchers.