Follow up on enquiries with leads

Available on Standard and above

On Lite and Basic, Leads shows a padlock.

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A lead is someone who asked about a repair or a product but hasn’t said yes yet. Save them as a lead, plan when to call back, and convert them when they’re ready.

Before you start

• Don’t see Leads? Ask your shop owner to let you see leads (Leads & Enquiries — View) and add them (Leads & Enquiries — Create & edit).
• Have the person’s name and a phone number or email.

Add a lead

On a computer

1. In the menu on the left, click Leads.

2. At the top of the list, click + (Add lead).

   The Create lead page opens.

3. Fill in the Name and Phone. Choose the Lead type and the Source, for example “Website” or “Referral”.

4. If you like, set Follow-up on (when to call back), Assign to (who should call), and Interested in (what they asked about).

   Don’t see Source, Follow-up on or Interested in? Your shop has hidden them. Click Form setup at the top and set them to show on the form.

   

   Desktop

5. Click Create.

On a phone

1. Tap More. Under Customers, tap Leads.

   For marketing and sales staff, Leads is already in the bottom bar.

2. Tap +.

3. Fill in the Name, Phone, Lead type and Source. Add Follow-up on and Assign to if you like.

4. Tap Create.

Log a follow-up

1. Open the lead. Click Add follow-up.

   The Create follow-up window opens.

2. Choose the Follow-up channel: SMS, Call, WhatsApp, Email, Personal Visit or Other.

3. Set the Follow-up date and write a Comment about what was said.

4. Pick the new Lead status, for example Following up or Not Interested. Set the Next follow-up date if you’ll call again.

5. Click Save.

   The follow-up shows on the lead’s Follow-up history tab.

Leads to call today show on your Dashboard under Lead follow-ups.

Convert a lead

When the person says yes, open the lead, click Create at the top, then click one of these:

• Convert to customer: a customer form opens, filled in from the lead. Save it.
• Add job: BytePhase checks whether they’re already a customer, then opens a new job for them.
• Create quotation: the same, but opens a new quotation.

Desktop

Done!

The lead’s status changes to Converted, and the person is now in your customer list.

Where leads come from

• Added by hand, as above.
• Imported from a file: on Leads, click ⋯ › Import. It works like importing customers.
• From your website, ad forms and marketplaces such as IndiaMART and Justdial. These come in on their own once connected. See Integrations.

Good to know

• Leads are shared by all your businesses, like customers.
• Only assigned leads. Your shop owner can limit someone to the leads assigned to them.
• Email campaigns. If Mailchimp is connected, you can add leads to a Mailchimp list with Subscribe to Mailchimp. See Email marketing with Mailchimp.
• Lead statuses are Open, Following up, Converted, Not Interested and Disqualified.