How to organise leads in your BUILT account

Why categorise your leads?

• Make sure none get missed: You can set the status of new leads to "seen" to acknowledge you are aware of them.
• Keep track of progress: You can toggle options to indicate whether you have contacted them, quoted for the job, won the job, or lost the job.
• Organise your inbox: You can mark leads as spam or trash to keep your inbox tidy.

How to categorise your leads:

1. Log into your BUILT dashboard.
2. Click on "Leads" in the left sidebar.
3. You will see a list of your website leads with a "New" status next to them.
4. Click on a lead to see the details.
5. Under the lead details, you will see a section for "Status".
6. Click on the drop-down menu and select the appropriate status for the lead.
7. You can also toggle the options for "Contacted", "Quoted", "Won", or "Lost".
8. If the lead is spam, you can mark it as "Spam".
9. If you want to delete the lead, you can mark it as "Trash".

By categorising your leads, you can keep track of your progress, identify areas for improvement, and ensure that no leads are missed.