{"id":1060,"date":"2025-11-27T14:53:56","date_gmt":"2025-11-27T14:53:56","guid":{"rendered":"https:\/\/getbooked.software\/app\/?p=1060"},"modified":"2025-11-27T14:53:56","modified_gmt":"2025-11-27T14:53:56","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-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><p>Below is a full explanation of each feature.<\/p><ol><li><strong> Sort<\/strong><\/li><\/ol><p>The <strong>Sort<\/strong> dropdown allows you to choose the order in which leads are displayed.<\/p><p>Options typically include:<\/p><ul><li><strong>Newer<\/strong> \u2013 shows the most recent leads at the top<\/li><li><strong>Older<\/strong> \u2013 shows the earliest leads first<\/li><\/ul><p>Sorting helps you work through leads in the order that suits your workflow.<\/p><ol start=\"2\"><li><strong> Start Date \/ End Date Filters<\/strong><\/li><\/ol><p>Use these fields to filter leads by the date they were created or submitted.<\/p><p><strong>Start Date<\/strong><\/p><p>The earliest lead entry to include in the results.<\/p><p><strong>End Date<\/strong><\/p><p>The latest lead entry to include in the results.<\/p><p>After selecting your dates, click the <strong>Filter<\/strong> button to update the list.<\/p><p><strong>Example<\/strong><\/p><p>Start Date: 27-11-2024<br \/>End Date: 27-11-2026<\/p><p>This will show all leads created between these dates.<\/p><ol start=\"3\"><li><strong> Search Bar<\/strong><\/li><\/ol><p>Located at the top right.<\/p><p>The search bar lets you quickly locate specific leads by typing:<\/p><ul><li>Customer name<\/li><li>Email address<\/li><li>Phone number<\/li><li>Lead details<\/li><li>Notes<\/li><li>Reference info<\/li><\/ul><p>Click the search icon or press Enter to view results.<\/p><ol start=\"4\"><li><strong> Contact Page Link<\/strong><\/li><\/ol><p>The <strong>Contact Page<\/strong> link on the right side instantly opens the customer-facing contact form page.<\/p><p>This allows you to:<\/p><ul><li>Preview how your contact form appears to customers<\/li><li>Test lead submissions<\/li><li>Quickly access the public-facing form<\/li><\/ul><p>The icon indicates it opens in a new tab.<\/p><ol start=\"5\"><li><strong> Lead Tabs (Categories)<\/strong><\/li><\/ol><p>Below the filters, you will see lead tabs used to organise different types of enquiries.<\/p><p>The default example shows:<\/p><ul><li><strong>All<\/strong><\/li><li><strong>Default<\/strong><\/li><\/ul><p>These tabs represent categories you can use to group leads.<\/p><p><strong>What these tabs do<\/strong><\/p><ul><li>They help filter leads into different buckets<\/li><li>You can use them to organise enquiries by type<\/li><li>They make it easier to distinguish between different categories of potential sales<\/li><\/ul><p>If you have custom lead tabs configured elsewhere, they will also appear here.<\/p><ol start=\"6\"><li><strong> Manage Tabs<\/strong><\/li><\/ol><p>The <strong>Manage Tabs<\/strong> option allows you to create, rename, or delete lead categories.<\/p><p>You may use tabs for things such as:<\/p><ul><li>General Enquiries<\/li><li>High Priority<\/li><li>Awaiting Callback<\/li><li>Price Requests<\/li><li>Repeat Customers<\/li><\/ul><p>This allows your team to organise and track potential sales in a structured way.<\/p><ol start=\"7\"><li><strong> Lead List Area<\/strong><\/li><\/ol><p>This is where leads will appear after filtering and sorting.<\/p><p>If no leads match your filters, you will see:<\/p><p><strong>\u201cNo records found\u2026\u201d<\/strong><\/p><p>When leads exist, the list will typically display:<\/p><ul><li>Lead name<\/li><li>Contact details<\/li><li>Submission date<\/li><li>Additional notes or message<\/li><li>Assigned tab<\/li><li>Any follow-up actions<\/li><\/ul><p>Leads can be manually moved between tabs if needed.<\/p><ol start=\"8\"><li><strong> What Counts as a Lead?<\/strong><\/li><\/ol><p>Potential leads are generated when:<\/p><ul><li>A customer submits your contact form<\/li><li>A user sends an enquiry instead of a direct booking<\/li><li>The system captures interest through \u201cquote requests\u201d<\/li><li>Customers ask questions via enquiry mode<\/li><\/ul><p>These are not bookings yet\u2014they are <strong>sales opportunities<\/strong>.<\/p><ol start=\"9\"><li><strong> Best Uses for Potential Leads<\/strong><\/li><\/ol><p>Businesses often use this page to:<\/p><ul><li>Follow up with customers who showed interest<\/li><li>Convert enquiries into bookings<\/li><li>Track manual sales activity<\/li><li>Maintain communication records<\/li><li>Prioritise warm leads<\/li><\/ul><ol start=\"10\"><li><strong> No Save Button Needed<\/strong><\/li><\/ol><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 manual follow-ups and sales leads. Below is a full explanation of each feature. Sort The [&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-getting-started"],"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 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 manual follow-ups and sales leads. Below is a full explanation of each feature. Sort The [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/getbooked.software\/app\/managing-potential-leads\/\" \/>\n<meta property=\"og:site_name\" content=\"GetBooked Software\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-27T14:53:56+00:00\" \/>\n<meta name=\"author\" content=\"getbooked\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"getbooked\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/managing-potential-leads\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/managing-potential-leads\\\/\"},\"author\":{\"name\":\"getbooked\",\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/#\\\/schema\\\/person\\\/303a6381b85975ce7183d89a815a7948\"},\"headline\":\"Managing Potential Leads\",\"datePublished\":\"2025-11-27T14:53:56+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/managing-potential-leads\\\/\"},\"wordCount\":545,\"publisher\":{\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/#organization\"},\"articleSection\":[\"Getting Started\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/managing-potential-leads\\\/\",\"url\":\"https:\\\/\\\/getbooked.software\\\/app\\\/managing-potential-leads\\\/\",\"name\":\"Managing Potential Leads - GetBooked Software\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/#website\"},\"datePublished\":\"2025-11-27T14:53:56+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/managing-potential-leads\\\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/getbooked.software\\\/app\\\/managing-potential-leads\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/managing-potential-leads\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/getbooked.software\\\/app\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Managing Potential Leads\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/#website\",\"url\":\"https:\\\/\\\/getbooked.software\\\/app\\\/\",\"name\":\"GetBooked Software\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/getbooked.software\\\/app\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/#organization\",\"name\":\"GetBooked Software\",\"url\":\"https:\\\/\\\/getbooked.software\\\/app\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/getbooked.software\\\/app\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/logo.png\",\"contentUrl\":\"https:\\\/\\\/getbooked.software\\\/app\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/logo.png\",\"width\":327,\"height\":60,\"caption\":\"GetBooked Software\"},\"image\":{\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/#\\\/schema\\\/logo\\\/image\\\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/getbooked.software\\\/app\\\/#\\\/schema\\\/person\\\/303a6381b85975ce7183d89a815a7948\",\"name\":\"getbooked\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/10fa9b8b286935d4d4e68e5ab01a22d2b900d3b85bbf23c9bcf863d1752480ef?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/10fa9b8b286935d4d4e68e5ab01a22d2b900d3b85bbf23c9bcf863d1752480ef?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/10fa9b8b286935d4d4e68e5ab01a22d2b900d3b85bbf23c9bcf863d1752480ef?s=96&d=mm&r=g\",\"caption\":\"getbooked\"},\"sameAs\":[\"https:\\\/\\\/getbooked.software\\\/app\"],\"url\":\"https:\\\/\\\/getbooked.software\\\/app\\\/author\\\/getbooked\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Managing Potential Leads - GetBooked Software","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/getbooked.software\/app\/managing-potential-leads\/","og_locale":"en_GB","og_type":"article","og_title":"Managing Potential Leads - GetBooked Software","og_description":"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 manual follow-ups and sales leads. Below is a full explanation of each feature. Sort The [&hellip;]","og_url":"https:\/\/getbooked.software\/app\/managing-potential-leads\/","og_site_name":"GetBooked Software","article_published_time":"2025-11-27T14:53:56+00:00","author":"getbooked","twitter_card":"summary_large_image","twitter_misc":{"Written by":"getbooked","Estimated reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/getbooked.software\/app\/managing-potential-leads\/#article","isPartOf":{"@id":"https:\/\/getbooked.software\/app\/managing-potential-leads\/"},"author":{"name":"getbooked","@id":"https:\/\/getbooked.software\/app\/#\/schema\/person\/303a6381b85975ce7183d89a815a7948"},"headline":"Managing Potential Leads","datePublished":"2025-11-27T14:53:56+00:00","mainEntityOfPage":{"@id":"https:\/\/getbooked.software\/app\/managing-potential-leads\/"},"wordCount":545,"publisher":{"@id":"https:\/\/getbooked.software\/app\/#organization"},"articleSection":["Getting Started"],"inLanguage":"en-GB"},{"@type":"WebPage","@id":"https:\/\/getbooked.software\/app\/managing-potential-leads\/","url":"https:\/\/getbooked.software\/app\/managing-potential-leads\/","name":"Managing Potential Leads - GetBooked Software","isPartOf":{"@id":"https:\/\/getbooked.software\/app\/#website"},"datePublished":"2025-11-27T14:53:56+00:00","breadcrumb":{"@id":"https:\/\/getbooked.software\/app\/managing-potential-leads\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/getbooked.software\/app\/managing-potential-leads\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/getbooked.software\/app\/managing-potential-leads\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/getbooked.software\/app\/"},{"@type":"ListItem","position":2,"name":"Managing Potential Leads"}]},{"@type":"WebSite","@id":"https:\/\/getbooked.software\/app\/#website","url":"https:\/\/getbooked.software\/app\/","name":"GetBooked Software","description":"","publisher":{"@id":"https:\/\/getbooked.software\/app\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/getbooked.software\/app\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/getbooked.software\/app\/#organization","name":"GetBooked Software","url":"https:\/\/getbooked.software\/app\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/getbooked.software\/app\/#\/schema\/logo\/image\/","url":"https:\/\/getbooked.software\/app\/wp-content\/uploads\/2026\/05\/logo.png","contentUrl":"https:\/\/getbooked.software\/app\/wp-content\/uploads\/2026\/05\/logo.png","width":327,"height":60,"caption":"GetBooked Software"},"image":{"@id":"https:\/\/getbooked.software\/app\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/getbooked.software\/app\/#\/schema\/person\/303a6381b85975ce7183d89a815a7948","name":"getbooked","image":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/secure.gravatar.com\/avatar\/10fa9b8b286935d4d4e68e5ab01a22d2b900d3b85bbf23c9bcf863d1752480ef?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/10fa9b8b286935d4d4e68e5ab01a22d2b900d3b85bbf23c9bcf863d1752480ef?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/10fa9b8b286935d4d4e68e5ab01a22d2b900d3b85bbf23c9bcf863d1752480ef?s=96&d=mm&r=g","caption":"getbooked"},"sameAs":["https:\/\/getbooked.software\/app"],"url":"https:\/\/getbooked.software\/app\/author\/getbooked\/"}]}},"_links":{"self":[{"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/posts\/1060","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/comments?post=1060"}],"version-history":[{"count":0,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/posts\/1060\/revisions"}],"wp:attachment":[{"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/media?parent=1060"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/categories?post=1060"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/tags?post=1060"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}