The purpose of this article is to help you learn more about:

  • What features are included in the Leads Module
  • Where to locate the Leads Module
  • Which BookingKoala subscriptions include the Leads Module

 

How do I use the Leads Module?

The Leads Module is designed to help you gather leads, track progress, and cultivate leads into customers, employees, etc.  Leads can be imported from another software or gathered via a customizable lead form, which allows visitors to submit a request for a quote or inquire more about your services, prospect providers to fill out an application or collect feedback from your customers.  Once a lead has been gathered, you can track that lead's progress in a funnel, noting if the lead has booked a service, how much revenue is related to the lead, and other custom fields.     

Click here to learn how to build a new leads funnel.

Click here to learn how to add a lead to a funnel.

Click here to learn how to sync leads to your funnels.

Click here to learn how to import leads into your funnels.

Click here to learn how to build lead forms.

Click here to learn how to build action forms.

Click here to learn how to manage other types of forms from the Leads Module.  

Click here to learn how to filter leads and export them from the module.

Click here to learn how to manage your Leads Module settings and sources. 

 

Click here to learn how to manage lead notifications for email, SMS, and system alerts. 

 

Click here to learn where to view system, email, and SMS logs for the Leads Module. 

Click here to learn how to locate and use the various tools on the leads details page.

Click here to learn how to edit or delete a lead. 

Click here to learn how to combine up to three lead profiles into one to reduce duplicate entries.  

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Click here to learn how to create, add, and manage tags on your leads. 

Click here to learn how to send forms and messages to your leads.

Click here to learn how to use the Smart Documents feature to send leads signable documents.  

Click here to learn how to read the lead reports section.  

 

Where to Locate the Leads Module

The Leads Module is located just below the Bookings button on the left side panel.  

 

This button launches your leads dashboard.

 

Who has access to the Leads Module?

If you have the Starter or Growing Subscriptions, you can build out one form and collect/view leads from that one form.  

To access the rest of the great features in the leads module, as well as the ability to make multiple lead forms, is only included in the Premium subscription.