Leads

How to build a new leads funnel

Learn how to build a new funnel in the leads module.

How to add a lead

Learn how to add a new lead to your funnel(s).

How to filter and export leads

Learn how to filter leads in the leads dashboard and how to export leads from BookingKoala.

Lead reports

Learn how to read the reports in your leads dashboard.

How to build a leads form

Learn how to build lead forms to capture leads in the Leads Module.

Lead tags

Learn how to add and manage lead tags in the Leads Module.

Lead settings

Learn where to manage your general lead settings and sources.

Lead notifications

Learn how to manage notifications for email, SMS, and system alerts in the Lead Module.

Lead logs

Learn where to view system, email, and SMS logs for the Leads Module.

Leads module overview

Learn about the BookingKoala Leads Module and how to use its features.

How to build an action form

Learn how to build action forms to automatically capture feedback and data in lead funnels in the Leads Module.

How to import leads

Learn how to import external leads from your BookingKoala account.

How to manage other forms and popups

Learn where to manage other system forms and popups in the Leads Module.

Lead profiles

Learn how to locate and use the various tools on the leads details page.

How to combine leads

Learn how to combine up to three leads into one profile.

How to send messages and forms to leads

Learn how to use the Leads Module to send messages, including forms, to your leads.

How to edit or delete a lead

Learn how to edit a lead's basic information and how to delete a lead altogether.

How to use Smart Documents

Learn how to use the Smart Documents features in the Leads Module to prepare, send, and sign documents.

How to sync leads

Learn how to sync internal leads from your BookingKoala account.

Set up your leads notifications

Learn how to set up your email and integrate Twilio to send out SMS notifications from the leads module.

What are hot leads?

Learn more about hot leads and how they work in BookingKoala.

How to add leads from listing pages

Learn how to manually add leads from your listing pages in BookingKoala.

Best ways to use leads

Learn how the automatic funnels work in the leads module and how to set up other useful funnels.

How to add a leads form to your website

Learn how to embed a leads form onto your website.

Setting up Google ad reports in the leads module

Learn how to integrate Google ads with your leads module to generate insightful reports and enhance your marketing campaigns with comprehensive analytics.

Setting up Facebook Lead Tracking and Ad Reports in the Leads Module

Learn how to integrate Facebook with your Leads Module to track leads and generate insightful reports. With this integration, you’ll never miss an opportunity and can enhance your marketing campaigns with comprehensive analytics.

What are abandoned form leads?

Learn more about abandoned form leads in the leads module.

Setting up Zapier in the leads module

Learn how to integrate Zapier with your Leads module to automate lead creation and enhance your workflow efficiency with seamless data transfer.