How to accept or decline a lead in the portal
For pros
New leads reach you in the bell notifications, by email, and in the Leads tab. A new lead notice shows the service, the customer's initials and area, whether it is shared, and the price you pay only if you accept.
Step 1. Read the job. Open the lead in Leads to see the customer's request details.
Step 2. Tap Accept (the button shows the price) to take it, or press and hold Hold to decline to pass at no charge.
Step 3. After you accept, tap Message and write to the customer in Messages. Your welcome message goes out on its own if you turned it on. If the customer shared their phone for calls and texts, you also see a phone button.
Step 4. Tap what happened on the lead: I reached them, Appointment set, They hired me, Job done, Not hired or Could not reach. Messages shows your first reply time next to the time of pros near you, so you can see how fast you are.
Related questions
- Why am I not getting leads?
- 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?
- How do I set up automatic replies and saved replies?