5. How to nurture your lead and convert it into a booking?

Navigate to the opportunity menu, click on the list sub-menu and choose the opportunity you need to  work on.

  • In the activity tab, you can send Emails and SMS to the leads using pre-set templates.
  • When the lead pays the deposit online by clicking on the Book Now button, the booking get converted into job automatically.
  • To convert the booking to a job manually, click on the confirm booking button on the removals tab.


 


 

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