Introduction to the Leads Module

The Leads Module allows the back-office user to access, track, and convert leads to customers.

The Leads module has the following tabs to track the status of various leads: New, Contacted, Lost, Deleted, Archived, Conversion and All.

There are two types of leads:

  1. Registered Lead: These are prospective customers who have expressed interest in out-of-stock assets in the digital showroom. They fill out the form that opens when they click on the out-of-stock assets, and they appear with a yellow 'Registered Lead' tag in the leads Module.
  2. Regular Lead: Prospective customers go through the booking journey on demand but drop off at some point, usually after entering their customer sign-up details. These will have no tag.

New leads are seen under the 'New' tab in the leads Module.


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