Leads and enquiries

Not every customer is ready to book straight away. Youzse helps you capture early interest and work it through to a sale, so nothing slips through the cracks.

Enquiries

An enquiry is an incoming message, for example from your contact form or booking page. New enquiries land in your inbox so you can see them at a glance, mark them as read and reply. Each enquiry keeps the conversation together with the person's name, email and phone.

Turning an enquiry into action

Once you have spoken to someone you can convert an enquiry into a customer record, or into a lead if it needs chasing over time. Converting keeps the original details so you do not have to retype anything.

Leads and your pipeline

A lead is a piece of potential work you are actively pursuing. Give it a title and an expected value, then move it through your pipeline stages as it progresses. You can assign a lead to a team member and set an expected close date, so everyone knows who is doing what and by when.

Winning and losing

• Mark a lead as won when the work is confirmed
• Mark it as lost if it does not come off, and record a reason so you can learn from it
• Convert a won lead into a booking or invoice to carry the details across

Why it matters

Tracking leads and enquiries means you follow up consistently rather than relying on memory. It is the difference between a busy week and a quiet one. Search across your leads by title or customer name to find anything quickly.

Common questions

Where do enquiries from my page arrive?

In Inbox, and they can be worked as leads from there.

When should I convert a lead to a customer?

When they book or buy. Converting earlier fills your customer list with people who never came back.

Should I delete leads that went nowhere?

Mark them lost instead. Somebody who was not ready in March is sometimes ready in September.