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Leads

Discover how Check Cherry collects and manages leads

Updated over 6 months ago

There are three ways to collect a lead in Check Cherry:

  1. Manually enter it by clicking Create New in the upper right corner, then select Lead.

  2. Collected when a lead fills out one of your Check Cherry lead forms.

  3. Collected when a client submits their name and email address but does not complete a booking.

Leads Page

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


Actions button

The actions button on each lead has multiple options:

  • Show lead - expands the lead

  • Edit lead

  • Archive lead

  • Flag as spam

  • Disable automated messages

  • Delete lead

  • Add note

  • Set to: choose a status, based on the various lead status you have created.

  • Link to continue booking

Convert button

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)

Messages button

The messages button gives you access to the messaging options for the lead:

  • New automated message

  • New manual message

  • Message history


Lead detail page

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