Leads and enquiries
Understand leads, view new enquiries, and keep follow-up moving.
What is a lead
A lead is someone who contacts you through your website and could become a customer.
What happens when someone contacts you
See what happens after someone fills in your form and where that lead appears next.
How to view your leads
Open the lead list, click into an enquiry, and review the details that matter first.
How to respond to leads
Reply quickly, keep it simple, and use the right message channel for the next step.
Lead statuses explained
A quick guide to the common lead stages from new enquiry to won or lost.
How to turn a lead into a customer
The short version of converting enquiries into jobs with reply, quote, and follow-up.
What to do if a lead does not reply
A simple follow-up plan when a good enquiry goes quiet after your first message.
How to request a review
Ask happy customers for reviews so future leads trust your business faster.
How fast you should respond
A simple response-time guide for new leads so interest does not go cold.