Create a lead

A lead is somebody who got in touch: a phone call, an email, a walk-in or a website form. It holds who they are and what they asked for until they need a quote.

Steps

1. Open Sales, Leads and press New lead. You can also press the + at the top of any screen and pick Lead.
2. Type their First name and Last name. The last name is required.
3. Add their Email and Phone, so you can answer them from the lead.
4. Fill in the Event date and the Lead source if you know them, and pick the Owner who will look after it.
5. Press Create lead. The lead opens.
6. On the lead, fill in the Event section as you learn more: event type, guests, order type, tent surface, the venue address and what they are interested in.
7. Answer them with Email or Text at the top of the lead. On the Leads list, Reply answers a lead without opening it.

Good to know

• A lead's venue address is measured from your warehouse as soon as it is picked, so you see the miles and the drive time before anybody quotes.
• The lead's Lead status comes from your own list. The tabs across the list (Open, New, Needs review, Converted, Closed, All) follow what each status means on that list.
• Your admin can move a lead to another status on its own when the first email, text or call goes out to it: Lead status after the first reply under Settings, Sales, Leads.
• Leads from your website arrive by themselves. See Lead forms from your website.
• Whether a lead may be texted or emailed is under Texts and emails on the lead. See Client consent.
• When they need a quote, press Quote on the lead. See Convert a lead.

If something goes wrong

• Create lead says a field is missing. A required field is empty. Fields marked with a red asterisk must be filled in; your admin decides which.
• The status you want is not in the list. Statuses are your company's own list. An admin adds one under Settings, Sales, Leads, Fields (the Status field).