There are three ways to collect a lead in Check Cherry:
Manually enter it by clicking Create New in the upper right corner, then select Lead.
Collected when a lead fills out one of your Check Cherry lead forms.
Collected when a client starts to book online but does not complete a booking.
Where can I find my leads?
Leads are displayed on the Leads page, which is accessed by clicking Sales --> Leads. By default, only active leads that have not been converted to a proposal or booking are shown, but using the filters in the left sidebar, you can display archived, converted or spam leads.
Each lead card displays important information about the lead, including:
Brand that the lead belongs to
Date(s) of the event(s)
Name of the client
Package(s) selected
Address of the venue, if given
Booking source (online booking, lead form, manually entered)
Date created
What does the Actions button do?
The Actions button on each lead has multiple options:
Edit lead
Flag as spam
Disable automated messages
Archive lead
Delete lead
Add note
Create appointment
Set to: choose a status, based on the various lead status you have created.
Link to continue booking (generates a url that you can send to the lead that will take them back to continue booking where they left off)
What does the Convert button do?
The convert button on a lead allows you to change a lead to a proposal or booking.
Convert to Proposal (date open)
Convert to Proposal (date reserved)
Convert to Booking (confirmed)
What does the Messages button do?
The messages button gives you access to the messaging options for the lead:
Send a new automated message
Send a new manual message
Go to the Message history for the lead
Lead details page
The Lead details page shows all the information about the Lead, including:
Contact info
Package details (if the lead chose a package)
Venue (if a location was entered)
Notes
Tools:
Date & time the lead was created
Origin (lead form, online booking, etc)
Lead form (if one was used, the specific form that was filled out)
IP address
Estimate (estimated total for the booking including discounts/surcharges)
Availability (shows if you have any conflicting events already scheduled)
Also On <Date chosen for the event> (other bookings & proposals on this date)
Watch a short video about leads
Automated Messages for Leads
Your account comes with some automated message templates already enabled for Leads. Go to Manage --> Automated Messages and select the Leads tab on the left to edit the templates.
By scheduling a series of automated messages, you can create a drip campaign for all your leads.
Was this helpful? Want more how-to videos? Follow us on Instagram!