{"id":1060,"date":"2025-11-27T14:53:56","date_gmt":"2025-11-27T14:53:56","guid":{"rendered":"https:\/\/getbooked.software\/app\/?p=1060"},"modified":"2025-11-27T14:54:36","modified_gmt":"2025-11-27T14:54:36","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
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The Potential Leads<\/strong> 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.<\/p>

Below is a full explanation of each feature.<\/p>

  1. Sort<\/strong><\/li><\/ol>

    The Sort<\/strong> dropdown allows you to choose the order in which leads are displayed.<\/p>

    Options typically include:<\/p>

    • Newer<\/strong> \u2013 shows the most recent leads at the top<\/li>
    • Older<\/strong> \u2013 shows the earliest leads first<\/li><\/ul>

      Sorting helps you work through leads in the order that suits your workflow.<\/p>

      1. Start Date \/ End Date Filters<\/strong><\/li><\/ol>

        Use these fields to filter leads by the date they were created or submitted.<\/p>

        Start Date<\/strong><\/p>

        The earliest lead entry to include in the results.<\/p>

        End Date<\/strong><\/p>

        The latest lead entry to include in the results.<\/p>

        After selecting your dates, click the Filter<\/strong> button to update the list.<\/p>

        Example<\/strong><\/p>

        Start Date: 27-11-2024
        End Date: 27-11-2026<\/p>

        This will show all leads created between these dates.<\/p>

        1. Search Bar<\/strong><\/li><\/ol>

          Located at the top right.<\/p>

          The search bar lets you quickly locate specific leads by typing:<\/p>

          • Customer name<\/li>
          • Email address<\/li>
          • Phone number<\/li>
          • Lead details<\/li>
          • Notes<\/li>
          • Reference info<\/li><\/ul>

            Click the search icon or press Enter to view results.<\/p>

            1. Contact Page Link<\/strong><\/li><\/ol>

              The Contact Page<\/strong> link on the right side instantly opens the customer-facing contact form page.<\/p>

              This allows you to:<\/p>

              • Preview how your contact form appears to customers<\/li>
              • Test lead submissions<\/li>
              • Quickly access the public-facing form<\/li><\/ul>

                The icon indicates it opens in a new tab.<\/p>

                1. Lead Tabs (Categories)<\/strong><\/li><\/ol>

                  Below the filters, you will see lead tabs used to organise different types of enquiries.<\/p>

                  The default example shows:<\/p>

                  • All<\/strong><\/li>
                  • Default<\/strong><\/li><\/ul>

                    These tabs represent categories you can use to group leads.<\/p>

                    What these tabs do<\/strong><\/p>

                    • They help filter leads into different buckets<\/li>
                    • You can use them to organise enquiries by type<\/li>
                    • They make it easier to distinguish between different categories of potential sales<\/li><\/ul>

                      If you have custom lead tabs configured elsewhere, they will also appear here.<\/p>

                      1. Manage Tabs<\/strong><\/li><\/ol>

                        The Manage Tabs<\/strong> option allows you to create, rename, or delete lead categories.<\/p>

                        You may use tabs for things such as:<\/p>

                        • General Enquiries<\/li>
                        • High Priority<\/li>
                        • Awaiting Callback<\/li>
                        • Price Requests<\/li>
                        • Repeat Customers<\/li><\/ul>

                          This allows your team to organise and track potential sales in a structured way.<\/p>

                          1. Lead List Area<\/strong><\/li><\/ol>

                            This is where leads will appear after filtering and sorting.<\/p>

                            If no leads match your filters, you will see:<\/p>

                            \u201cNo records found\u2026\u201d<\/strong><\/p>

                            When leads exist, the list will typically display:<\/p>

                            • Lead name<\/li>
                            • Contact details<\/li>
                            • Submission date<\/li>
                            • Additional notes or message<\/li>
                            • Assigned tab<\/li>
                            • Any follow-up actions<\/li><\/ul>

                              Leads can be manually moved between tabs if needed.<\/p>

                              1. What Counts as a Lead?<\/strong><\/li><\/ol>

                                Potential leads are generated when:<\/p>

                                • A customer submits your contact form<\/li>
                                • A user sends an enquiry instead of a direct booking<\/li>
                                • The system captures interest through \u201cquote requests\u201d<\/li>
                                • Customers ask questions via enquiry mode<\/li><\/ul>

                                  These are not bookings yet\u2014they are sales opportunities<\/strong>.<\/p>

                                  1. Best Uses for Potential Leads<\/strong><\/li><\/ol>

                                    Businesses often use this page to:<\/p>

                                    • Follow up with customers who showed interest<\/li>
                                    • Convert enquiries into bookings<\/li>
                                    • Track manual sales activity<\/li>
                                    • Maintain communication records<\/li>
                                    • Prioritise warm leads<\/li><\/ul>
                                      1. No Save Button Needed<\/strong><\/li><\/ol>

                                        The filters, sort order, and search apply automatically.
                                        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":"

                                        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 […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1060","post","type-post","status-publish","format-standard","hentry","category-getting-started"],"acf":[],"_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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/comments?post=1060"}],"version-history":[{"count":4,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/posts\/1060\/revisions"}],"predecessor-version":[{"id":1064,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/posts\/1060\/revisions\/1064"}],"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}]}}