Leads

Overview

A Lead represents a potential booking — someone who has expressed interest but is not yet confirmed. Leads move through a pipeline until they are either won (converted to a booking) or lost.

This is intended for potential new clients. If you already know the client, then it is easy to just create a temporary booking against them.

iPhone iPad/Mac
iPhone

Lead Stages

StageMeaning
EnquiryInitial contact received, not yet responded to
ContactedYou have reached out to the potential client
QuotedA price or package has been provided
WonConverted to a confirmed booking
LostMarks the Lead as lost

Accessing Leads

Business tab → Leads

A kanban-style pipeline view shows columns for each stage. Each column shows the total estimated value of leads within it, if you provide a sum when creating or editing a Lead.

  • Clicking on a card will bring up the Lead details
  • Clicking on the three dots (…) pops up a menu allowing you to quickly update the status of the lead.
  • You can also update a lead’s details by selecting Edit from the popup menu.

Creating a Lead

  1. Tap the + button (top right)
  2. Enter the client’s name and contact details
  3. Select the enquiry type (shoot type they’re interested in)
  4. Enter an estimated value
  5. Add any notes about the enquiry
  6. Tap Save

Tip: Add leads immediately when an enquiry comes in, even with minimal details. You can fill in more later. The app flags leads that haven’t received a response within your set response target (default: 24 hours).

Hot Lead Alert

If a lead in the Enquiry stage is older than your Hot Lead Hours threshold (default: 48 hours) without being moved forward, it is highlighted as needing attention. This threshold is configurable in Settings → Business.

Converting a Lead to a Booking

  1. Open the lead detail screen
  2. Tap the three dots (…) to bring up the popup menu
  3. Select ‘Move to Won’
  4. A client will automatically be created based on the information added in the lead
  5. A booking will automatically be created based on the information added in the lead, and the new client will be linked to it