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.
- β’Lead List
View all leads in chronological order
- β’Lead Details
View contact info, message, and source details
- β’Quick Actions
One-click to call, email, or text
Lead Status
Track lead status to manage your follow-ups:
π New
Leads not yet contacted
π§ Contacted
Leads you've reached out to
β Booked
Leads with confirmed bookings
β Lost
Leads that didn't convert
Filtering & Sorting
Filter and sort options to manage leads efficiently:
- β’ By Status β New, Contacted, Booked, etc.
- β’ By Date β Newest first, Oldest first
- β’ By Source β Google, Facebook, Direct, etc.
- β’ By Score β Highest AI score first (when AI enabled)
Notifications
Get notified instantly when new leads come in:
- β’SMS Alerts
Instant text message for new leads
- β’Email Alerts
Email notification with full details
- β’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 β