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Knowledge baseLeads & bookingsFind and follow up leads
Leads & bookings

IN THIS TOPIC

Create a form for enquiriesFind and follow up leadsManage customer bookingsManage table reservations
Guide1 min readWeb dashboard

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.

Open in LevahSign-in required
On this page
Before you beginStep by stepWhat happens nextHelpful to know

Before you begin

  • Have the lead's name or contact details if you are looking for a specific enquiry.

Step by step

  1. Open the Leads workspace.
  2. Search or filter the records to find the enquiry.
  3. Review the submitted information and its source.
  4. 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?

Tell us what you were trying to do and where you got stuck.

Get help

Keep learning

Create a form for enquiries

Collect the information you need from potential customers.

Manage customer bookings

Find appointment requests and update their status.

Manage table reservations

Review restaurant reservations submitted through your website.

Create a payment link

Prepare a payment request with an amount, currency and due date.

ON THIS PAGE

Before you beginStep by stepWhat happens nextHelpful to know
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