Manage and follow up requests (leads)
3 min read
Every completed calculator produces a lead: the answers, the price estimate and the contact details together. You manage them in the leads overview.
Where leads arrive
You get an email and see the request in your dashboard under 'Leads'. Open a lead for all answers, the price breakdown and any photos.
Statuses and follow-up
Give each lead a status (new, contacted, won, lost) to stay organized. Filter by calculator, status or period to quickly find what you need.
Exporting
Export your leads to CSV to use them in Excel or your CRM.
Setting up notifications
In Settings → Notifications you choose whether you get an email for every new lead and to which address. Use the 'Send test email' button to check that email arrives correctly.
Related guides
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