Leads
Capture enquiries, move them through the stages and win them.
Screens
How to
- Add a leadSave a new enquiry in seconds with the quick add line on the board, or with the full Add lead form, and spot a mobile you already have.
- Move a lead through the stagesDrag a card to the next column, use its arrow, pick a stage in the lead's panel, or move and assign many leads at once from the list.
- Mark a lead as lostClose a lead that will not book, with the reason, and undo it or reopen the lead later if the customer comes back.
- Turn a lead into a quotation or a bookingMake a quotation from a lead in one click, turn the lead into a customer, or start a booking when the lead has booked.
Understand
Questions and problems
Your next season deserves a better system
Set up your agency in an afternoon. Your team will thank you by the weekend.