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Leads · Episode 12

Capture and Manage Leads

Length 3:22Recorded in the real appDownload

About this video

See where new customer requests land in KaamCam and how to work them: filter and search the lead list, open a lead to see contact, location and service details, update its status, add internal notes, and share or configure the public intake form that feeds it. Then see what your customer fills in, and how website widgets create leads too.

Chapters

  1. Intro
  2. Open Leads
  3. Filter and search
  4. Open a lead
  5. Update the status
  6. Where leads come from
  7. What your customer sees
  8. Convert and clean up

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