Topic

Leads, contacts and insights

Work your pipeline, take leads from your website and look after customer records.

• Leads: stages, sources, owners and value

  Work your pipeline: see every new caller, texter and form lead, move them through stages, assign an owner, add value and notes.

• Add a lead yourself

  Add someone who walked in, emailed or was referred, so Ava and Max know them when they call or text.

• Website lead form: send form leads to Optni

  Create an intake key and point your website's contact or demo form at Optni so every submission becomes a lead.

• Contacts: search, export and delete

  Find any customer by name or phone, see their history, export their data, or delete them and know what's kept.

• Insights

  See calls, texts and bookings per day, call outcomes and who made the bookings, for any date range.