Use the Lead Management Feature

Staying on top of leads is key to growing your window treatment business, and MyBlindCo’s Lead Management feature is designed to help you do just that. By organizing your contacts, tracking lead progress, and automatically updating statuses, this tool ensures that no potential customer falls through the cracks.

In this guide, we’ll break down how to use the Lead Management feature, from managing contact lists to monitoring lead statuses. With these tips, you’ll be able to streamline your follow-ups, track your pipeline, and effortlessly convert leads into customers.

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How To: Use the Lead Management Feature

The Lead Management tool better enables you to convert your leads into customers and ensures that those leads don’t get lost in the mix.

Contacts Tab

Better manage your contacts with new, upgraded Contact lists: Customers, Leads, Builders, Decorators, and Vendors.

Lead Statuses

Once the quote has been converted to an Order, the lead will automatically change into a Customer. This will remove the contact from the Lead contact list, and into the Customer contact list.

When adding a new contact, it will default to Customer, but you can change it to a Lead in the drop-down menu.

Assign this lead to a salesperson. After doing so, the Lead Status will automatically change from Unassigned to Assigned.

There are additional labels you can use to help track your lead status – First Contact, Second Contact, Appointment Scheduled, and Quoted.

After scheduling an appointment for your lead, the status will automatically change to Appointment Scheduled. The same applies for when you have created a quote for this lead – the status will automatically change to Quoted.

If a lead sits in any status for more than 3 days, it will turn orange, and then red, to signal that special attention should be paid to this lead. 

Have questions?
(703) 738-9933
info@myblindco.com