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How to enable settings to capture data about prospects?
How to enable settings to capture data about prospects?

Enable your booking pages to capture data about prospects

Eric Plamondon avatar
Written by Eric Plamondon
Updated over a week ago

Know your Prospects and connect with them to convert more customers

Applies to Startup & Grow Subscription Users

PodiumIO has introduced a feature wherein you will be able to view contact information entered by someone who visited your booking pages and who started entering their information but then left without completing the booking.

You can also accumulate new prospects through the Communication hub!

Here’s a step by step process on to how to start receiving information about every hot lead prospect in your PodiumIO Backend Dashboard

a) In your PodiumIO account, in the left menu bar, under Service Pages, click on “Booking Pages

Receive information about Hot Leads in your booking pages

b) Choose the booking page for which you would like to receive every hot lead prospect. If you have multiple booking pages, choose each one by one and follow the same steps to “On” the settings

Choose the booking page for which you would like to receive hot lead information

c) Inside Booking Pages, on the left menu bar click on “Settings” and then click on “General Options”

Go to settings in your booking pages

d) Under Prospects Settings, click on “Yes” to turn on the option to start receiving the information of every Hot Lead Prospect in your PodiumIO dashboard.

e) After you have click “YES”, save your changes and done!!!

Save the Hot Leads settings

Once you have enabled the hot lead prospect feature on your booking page, turn the notification "ON" to receive the emails for hot leads prospect.

To Turn "ON" notification for the hot lead prospect, go to settings >> notifications.

In General Settings >> Click "Yes" for New Hot Lead Prospect.

All information related to your prospects will be displayed in your PodiumIO backend – Dashboard and also under CRM "Prospects".

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