Leads
People can add themselves to your contact list by using the Connect flow on your homepage. When this happens, Bookingleaf creates a lead so you can notice it and follow up.
Where you see leads
- Dashboard: The Leads panel shows all open leads.
- Contact: For any contact that is a lead, the contact page shows a Lead panel with key details and actions.
What you can do from a lead
- Send a communication: Send a message via a communication channel.
- Send emails: Reach out directly by email when appropriate.
- Change status: When you have followed up or determined that no action is needed, change the status (for example, to Closed).
Recommended routine
Review the Leads panel on your dashboard regularly:
- For each lead, decide whether follow-up is needed.
- Send a message or email if you need more information or want to invite them to activities.
- Close the lead when the follow-up is complete. Closed leads disappear from the dashboard so new leads are easy to spot.
Tips
- Keep the list short so new leads are visible at a glance.
- If someone connected by mistake, you can close the lead after confirming.