4. Leads

Owners, managers and admins.

A lead is someone who has asked about your cleaning but is not a customer yet.

Adding a lead

1. Open Leads and select Add lead (also on the Dashboard).
2. Fill in what you know. Only First name is required. You can also record Last name, Email, Phone, Postcode, Source (for example Website, Referral, Facebook, Instagram, Google Search, Flyer, Walk-in or Other), Requested service, Preferred frequency, Preferred times and a Message.
3. Save. The lead appears in the list with the status New.

Working with leads

• The list shows each lead's status, contact details, source and what they want.
• Use Filter by status to see, for example, only new leads.
• Change a lead's status from the status menu on the lead as you follow it up: New, Contacted, Qualified, Declined or Closed.

Converting a lead into a customer

1. On the lead, select Convert to customer and confirm.
2. MooTidy creates the customer from the lead's details and opens the new customer, ready for you to add their property.
3. The lead's status becomes Converted.