{"id":1060,"date":"2025-11-27T14:53:56","date_gmt":"2025-11-27T14:53:56","guid":{"rendered":"https:\/\/getbooked.software\/app\/?p=1060"},"modified":"2026-09-13T07:37:41","modified_gmt":"2026-09-13T06:37:41","slug":"managing-potential-leads","status":"publish","type":"post","link":"https:\/\/getbooked.software\/app\/managing-potential-leads\/","title":{"rendered":"Managing Potential Leads"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1060\" class=\"elementor elementor-1060\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0ac3183 e-con e-atomic-element e-flexbox-base e-1347c35 \" data-id=\"0ac3183\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"0ac3183\">\n    <div class=\"elementor-element elementor-element-25c482c e-con e-atomic-element e-flexbox-base e-4701bb4 \" data-id=\"25c482c\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"25c482c\">\n    \n<\/div>\n<div class=\"elementor-element elementor-element-381fb83 e-con e-atomic-element e-flexbox-base e-5e7405e \" data-id=\"381fb83\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"381fb83\">\n    \t\t<div class=\"elementor-element elementor-element-2d6094a elementor-widget elementor-widget-video\" data-id=\"2d6094a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/www.youtube.com\\\/watch?v=ABZzj9tuE20&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-504322d e-con e-atomic-element e-flexbox-base e-dc554a8 \" data-id=\"504322d\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"504322d\">\n    \n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-0019a29 e-flex e-con-boxed e-con e-parent\" data-id=\"0019a29\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3930363 elementor-widget elementor-widget-text-editor\" data-id=\"3930363\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The <strong>Potential Leads<\/strong> page helps you view, organise, filter, and manage all enquiry submissions, contact form entries, and non-ordered customer interest.<br>This is especially useful if customers ask questions instead of placing a booking, or if you use the platform for manual follow-ups and sales leads.<\/p>\n<p>Below is a full explanation of each feature.<\/p>\n<ol>\n<li><strong> Sort<\/strong><\/li>\n<\/ol>\n<p>The <strong>Sort<\/strong> dropdown allows you to choose the order in which leads are displayed.<\/p>\n<p>Options typically include:<\/p>\n<ul>\n<li><strong>Newer<\/strong> \u2013 shows the most recent leads at the top<\/li>\n<li><strong>Older<\/strong> \u2013 shows the earliest leads first<\/li>\n<\/ul>\n<p>Sorting helps you work through leads in the order that suits your workflow.<\/p>\n<ol start=\"2\">\n<li><strong> Start Date \/ End Date Filters<\/strong><\/li>\n<\/ol>\n<p>Use these fields to filter leads by the date they were created or submitted.<\/p>\n<p><strong>Start Date<\/strong><\/p>\n<p>The earliest lead entry to include in the results.<\/p>\n<p><strong>End Date<\/strong><\/p>\n<p>The latest lead entry to include in the results.<\/p>\n<p>After selecting your dates, click the <strong>Filter<\/strong> button to update the list.<\/p>\n<p><strong>Example<\/strong><\/p>\n<p>Start Date: 27-11-2024<br>End Date: 27-11-2026<\/p>\n<p>This will show all leads created between these dates.<\/p>\n<ol start=\"3\">\n<li><strong> Search Bar<\/strong><\/li>\n<\/ol>\n<p>Located at the top right.<\/p>\n<p>The search bar lets you quickly locate specific leads by typing:<\/p>\n<ul>\n<li>Customer name<\/li>\n<li>Email address<\/li>\n<li>Phone number<\/li>\n<li>Lead details<\/li>\n<li>Notes<\/li>\n<li>Reference info<\/li>\n<\/ul>\n<p>Click the search icon or press Enter to view results.<\/p>\n<ol start=\"4\">\n<li><strong> Contact Page Link<\/strong><\/li>\n<\/ol>\n<p>The <strong>Contact Page<\/strong> link on the right side instantly opens the customer-facing contact form page.<\/p>\n<p>This allows you to:<\/p>\n<ul>\n<li>Preview how your contact form appears to customers<\/li>\n<li>Test lead submissions<\/li>\n<li>Quickly access the public-facing form<\/li>\n<\/ul>\n<p>The icon indicates it opens in a new tab.<\/p>\n<ol start=\"5\">\n<li><strong> Lead Tabs (Categories)<\/strong><\/li>\n<\/ol>\n<p>Below the filters, you will see lead tabs used to organise different types of enquiries.<\/p>\n<p>The default example shows:<\/p>\n<ul>\n<li><strong>All<\/strong><\/li>\n<li><strong>Default<\/strong><\/li>\n<\/ul>\n<p>These tabs represent categories you can use to group leads.<\/p>\n<p><strong>What these tabs do<\/strong><\/p>\n<ul>\n<li>They help filter leads into different buckets<\/li>\n<li>You can use them to organise enquiries by type<\/li>\n<li>They make it easier to distinguish between different categories of potential sales<\/li>\n<\/ul>\n<p>If you have custom lead tabs configured elsewhere, they will also appear here.<\/p>\n<ol start=\"6\">\n<li><strong> Manage Tabs<\/strong><\/li>\n<\/ol>\n<p>The <strong>Manage Tabs<\/strong> option allows you to create, rename, or delete lead categories.<\/p>\n<p>You may use tabs for things such as:<\/p>\n<ul>\n<li>General Enquiries<\/li>\n<li>High Priority<\/li>\n<li>Awaiting Callback<\/li>\n<li>Price Requests<\/li>\n<li>Repeat Customers<\/li>\n<\/ul>\n<p>This allows your team to organise and track potential sales in a structured way.<\/p>\n<ol start=\"7\">\n<li><strong> Lead List Area<\/strong><\/li>\n<\/ol>\n<p>This is where leads will appear after filtering and sorting.<\/p>\n<p>If no leads match your filters, you will see:<\/p>\n<p><strong>\u201cNo records found\u2026\u201d<\/strong><\/p>\n<p>When leads exist, the list will typically display:<\/p>\n<ul>\n<li>Lead name<\/li>\n<li>Contact details<\/li>\n<li>Submission date<\/li>\n<li>Additional notes or message<\/li>\n<li>Assigned tab<\/li>\n<li>Any follow-up actions<\/li>\n<\/ul>\n<p>Leads can be manually moved between tabs if needed.<\/p>\n<ol start=\"8\">\n<li><strong> What Counts as a Lead?<\/strong><\/li>\n<\/ol>\n<p>Potential leads are generated when:<\/p>\n<ul>\n<li>A customer submits your contact form<\/li>\n<li>A user sends an enquiry instead of a direct booking<\/li>\n<li>The system captures interest through \u201cquote requests\u201d<\/li>\n<li>Customers ask questions via enquiry mode<\/li>\n<\/ul>\n<p>These are not bookings yet\u2014they are <strong>sales opportunities<\/strong>.<\/p>\n<ol start=\"9\">\n<li><strong> Best Uses for Potential Leads<\/strong><\/li>\n<\/ol>\n<p>Businesses often use this page to:<\/p>\n<ul>\n<li>Follow up with customers who showed interest<\/li>\n<li>Convert enquiries into bookings<\/li>\n<li>Track manual sales activity<\/li>\n<li>Maintain communication records<\/li>\n<li>Prioritise warm leads<\/li>\n<\/ul><div><br><\/div>\n<ol start=\"10\">\n<li><strong> No Save Button Needed<\/strong><\/li>\n<\/ol>\n<p>The filters, sort order, and search apply automatically.<br>Tabs and lead categories are saved within their own tool.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>The Potential Leads page helps you view, organise, filter, and manage all enquiry submissions, contact form entries, and non-ordered customer interest.This is especially useful if customers ask questions instead of placing a booking, or if you use the platform for&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-1060","post","type-post","status-publish","format-standard","hentry","category-help"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Managing Potential Leads - GetBooked Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/getbooked.software\/app\/managing-potential-leads\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing Potential Leads - GetBooked Software\" \/>\n<meta property=\"og:description\" content=\"The Potential Leads page 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