Leads and customer requests on the phone

1. In More, open Sales and choose Leads, then Add lead.
2. Under Where they came from, choose Phone, Referral or Other. Enter their Name, a Phone or Email, the address and What they asked for.
3. Choose Save lead.
4. Open the lead to call, text or email them from Contact, choose Send a quote, or tap Status to change it.
5. When they say yes, choose Convert to customer. Choose their address from Search address, check their details and choose Save customer.

Answering a request

Requests are what customers ask for in their customer portal, such as an extra clean or a skip.

1. In Sales, choose Requests. To do shows the ones waiting.
2. Open one. Choose Email or Text under Reply by, write your Reply and choose Send reply. Turn on Close the request to mark it done when the reply goes.
3. Tap Status to mark it In progress, Done or Declined. Create quote starts a quote for them.

What happens next

Converting a lead opens the new customer. Their quotes move to them, and the lead is marked won. A request still Awaiting reply moves to In progress when you reply.

If something goes wrong

• “Enter their name.” or “Add a phone number or an email, so you can get back to them.”: a lead needs a name and a way to reach them.
• “No way to reply here”: the customer has no email or phone number. Add one to their record, then reply.
• “The reply didn't send”: the reason is shown. Try again, or reply the other way.
• “No signal”: what you've typed stays there until you have signal.
• Delete lead can't be undone.

Who can do this

The owner, and managers with Can see and change customers and services.