Managing Leads
Manage all your leads in one place and never miss a follow-up.
LeadInbox
LeadInbox is your central hub for managing all leads in one place.
- •Lead List
View all leads in chronological order
- •Lead Details
View contact info, message, and source details
- •Quick Actions
One-click to call, email, or text
Lead Status
Track lead status to manage your follow-ups:
🆕 New
Leads not yet contacted
📧 Contacted
Leads you've reached out to
✅ Booked
Leads with confirmed bookings
❌ Lost
Leads that didn't convert
Filtering & Sorting
Filter and sort options to manage leads efficiently:
- • By Status — New, Contacted, Booked, etc.
- • By Date — Newest first, Oldest first
- • By Source — Google, Facebook, Direct, etc.
- • By Score — Highest AI score first (when AI enabled)
Notifications
Get notified instantly when new leads come in:
- •SMS Alerts
Instant text message for new leads
- •Email Alerts
Email notification with full details
- •Quiet Hours
Pause SMS alerts during night hours
Next Steps
Now that you understand lead management, learn about invoices and payments.
Learn About Invoices & Payments →