In this tutorial, we'll guide you through efficiently managing reserved leads on your Intercom dashboard. Whether it's undeserving a lead or transitioning it seamlessly to a booked status, we've got you covered.
Locating Reserved Leads
To access your reserved leads, navigate to your leads dashboard. Click on "Reserved" at the top right, or find it at the top of the page. This will display a list of all leads currently in the reserved state.
Inspecting and Un-reserving Leads
Click on a reserved lead, select "Actions," and then choose "View on Schedule." If you decide to unreserve the lead, a simple click followed by the "Remove" option at the bottom left of the dialog does the trick.
Transitioning to "Ready to Book"
Assuming your reserved lead progresses and is now ready to book, manually move the stage to "Ready to Book." This step becomes relevant when the customer approves an estimate.
Booking a Reserved Lead:
To officially book a lead, click on the reserved lead and select "Book." Ensure the lead is no longer in the reserved state. An added bonus: you can send an email or text to the customer, providing essential details about the booking.
Auto-booking Reserved Jobs
We’re always focused on streamlining your operations and reducing manual steps in the job booking process. If a job is reserved on the Job Schedule and a customer signs an estimate, that job will be booked automatically (instead of requiring additional steps to book).
If you have a lead reserved on the Job Schedule, the job will automatically move to Booked once the customer signs the estimate and pays any required deposit. Customers will receive both an estimate-signed confirmation and a booked confirmation notification.
This feature is on by default—reach out to us, and we can disable it for you if needed.
Final Confirmation
Upon successful booking, your lead transforms into a job, no longer classified as a lead. This transition is indicated by the absence of the "reserved" status.
Conclusion
Effortlessly navigate the process of managing reserved leads, from inspection to un-reserving, and finally, seamless booking. If you encounter any challenges or have questions, don't hesitate to reach out to us. We're here to help!