Contacts And Leads | Understand Leads

Understand Leads
Understand Leads Statuses
Lead statuses help you track where a lead stands in your sales journey. Each status represents a stage of progress or outcome for that lead. New: The lead has just been added to your workspace and hasn’t been qualified yet. Qualified: You’ve ...
What is Leads
Leads is where you can view and manage people who have dropped a query from your store. It helps you identify potential customers and take the next steps to engage with them and convert them into a deal. Things to Keep in Mind Owners and Managers ...

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Understand Dashboard
Dashboard is a powerful tool to help you monitor the activity and performance of your workspace in real-time. It provides data on store views, bookings, customer engagement, and earnings, helping you make informed decisions. Things to keep in Mind ...
Brand Your Store
Your store’s branding is how customers identify and remember you. From your logo to your colour palette, every detail helps build a lasting impression and establish trust. Customising your store on the workspace ensures it reflects your unique ...
Create a Plan
Plans outline the services your workspace offers, helping customers know what to expect from a booking. Keeping them clear and free of jargon ensures easy understanding and smooth communication. Things to Keep in Mind Create Plans: Only Owners and ...
Manage and Share Plans
Keep your plans updated, organized, and accessible. Use tools like preview, edit, or share them for instant bookings. Things to Keep in Mind Permissions: Only Owners and Managers can manage plans. Plan Visibility: Sharing the plan link allows others ...
Use Labels to Organise Plans
Labels categorize your plans, making them easy to navigate and manage. You can create individual labels or nest them under existing ones to maintain a structure. Things to Keep in Mind Assigning Labels: You can assign only one label per plan. ...

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