Find and follow up leads
Review enquiries coming from forms, bookings and reservations.
Who this guide is for
Levah web dashboard. Available actions depend on your business type, subscription and staff permissions.
On this page
Before you begin
- Have the lead's name or contact details if you are looking for a specific enquiry.
Step by step
- Open the Leads workspace.
- Search or filter the records to find the enquiry.
- Review the submitted information and its source.
- Follow up through your normal customer process. If appropriate, prepare a payment link for an agreed purchase.
What happens next
You can identify the enquiry and decide the next step with the customer.
Helpful to know
- Check the source to distinguish a general enquiry from a booking or reservation.
- Confirm the purchase details before requesting payment.
Still need a hand?
Get helpTell us what you were trying to do and where you got stuck.