Business Leads
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Content of this article or the service are subject to change at anytime without notice.
Features vary by subscription plan.
What is a lead?
A lead is initiation of consumer interest or enquiry into products or services of a business
Who can submit leads to the business?
Everyone
How is a lead submitted?
A lead is submitted through the “Contact Us” form on your business profile.
Required Fields:
First Name
Last Name
Email
Subject
Message
Optional Fields:
Mobile Phone Number
Attachments
Where can I find my leads?
When a visitor completes and submits the “Contact Us” form on your business profile, it will appear under business leads.
To view a lead, simply click “View Lead”.
Managing a Lead
When managing a lead, you must first assign the lead to a customer record.
Add as Customer
This option can be used if no customer record exists.
When adding a new customer:
The contact information from the lead will be used.
The lead will be stored to the customer profile as a private note.
Assign to Existing Customer
Lead information will replace existing data, if any.
Archive
When archived, any attachments will be deleted.
Once a lead has been assigned to a customer, you can:
Reply via Email
If customer email is on-file.
Reply via Text
If customer mobile phone number is on-file.
Archive
When archived, any attachments will be deleted.
Handling Spam
In the event a spam message comes through, you may mark the message as spam to remove it from your leads list.
The message will be marked as spam.
Any attachments will be purged from the system.