Leads are generated when someone submits either the contact form or the quick quote form that is built into your site. The submission is also sent to the main e-mail address associated with your site. You can also add leads yourself if you wish.
Using this feature allows you to store and modify this information so that you can easily follow up with potential clients.
Manage your Leads
Follow the steps below to manage your Leads:
- Click the "Business" tab in the administrative menu at the top of the page.
- Choose "Leads" from the list that comes up.
- To add a new lead, click the "Add Lead" button at the top right of the page.
- To modify an existing lead, click the "Action" tab to the right of the lead, and choose "Edit"
- Edit any information you'd like, and click "Update" to save.
This will bring you back to your list of Leads. You can modify other leads here, or even export the leads into an easily readable CSV file by clicking the "Export Leads" button at the top right of this page.
Next we will talk about managing your Branches.