AI Lead Management

Lead Management enables businesses to capture customer enquiries, organize them into a structured pipeline, automate follow-ups, and track conversions effectively. It brings together lead configuration, daily lead operations, automation, and performance insights in a single module. This category covers how to configure Lead Management, capture leads from multiple channels, manage daily lead activities, and analyze results.

Configure and Set Up Lead Management

Before capturing and managing leads, administrators must configure lead settings and ensure the required permissions are enabled. This section covers all foundational configuration steps.

Lead Capture

Leads can enter the system through multiple channels. This section covers every method available for bringing leads into Lead Management, from public-facing forms and ad platform integrations to manual entry and third-party automation.

Work with Leads

The All Leads page provides a centralized view of all leads captured across your organization. This section explains how to search, filter, and manage leads, link them to guest profiles, and track follow-up tasks.

Dashboards and Performance Tracking

Track lead performance, conversion progress, lead source distribution, and agent productivity. This section covers the Lead Management Dashboard and pipeline activity reports available to managers.