How do I read the Leads tab?
For pros
The Leads tab sorts your leads into four lists with counts: New (not accepted yet), Active (accepted and in progress), Follow-up (accepted, but you have not updated the status) and Closed (hired, job done, not hired, could not reach, or declined).
Each lead is one line: service, customer, location, received, status and price. Tap the arrow to open the details. Use the search box to find a lead by service, customer or ZIP.
A pill shows Exclusive when only you got the lead. The button on a new lead is Accept with the price. On an accepted lead it is Message.
Leads you already accepted always stay visible, even if your business is later paused.
Related questions
- Why am I not getting leads?
- How to accept or decline a lead in the portal
- How do I accept or decline a lead?
- What do shared, exclusive and related leads mean?
- What can I see before and after I accept a lead?
- How do I update the status of a lead?
- How do I add a job total or a note to a lead?
- How do I message a customer?