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A lead is initiation of consumer interest or enquiry into products or services of a business
A lead is submitted through the “Contact Us” form on your business profile.
Mobile Phone Number
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”.
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.
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.
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.