Your leads

See everyone who asked about your business and keep track of each one.

The Leads screen keeps everyone who asked about your business in one list. A number next to Leads in the menu on the left shows how many are new.

Where leads come from

• Your contact form, from your website or from the links you share.
• The website chat, when Visi Front Desk is on.
• Your landing pages.
• People you add yourself.

Each time a new lead comes in, you get an email. The customer gets a "we got your message" email.

Add a lead yourself

1. Open Leads and press Add a lead at the top.
2. Type the Name and a Phone or Email. You need at least one of the two.
3. Under "How did they reach you?" tap how they found you, like Phone call or Walk-in.
4. Press Save lead.

Work with a lead

1. In Leads, tap the person's name to open the card.
2. Press Call, Text or Email. These open your own phone or email app.
3. Under "Where are you with them?" tap New, Contacted, Booked, Customer or Not interested. It saves right away.
4. Under Follow up, tap Tomorrow, In 3 days, Next week, or pick a date. Clear removes it.
5. Type in Notes and press Add note.

Good to know:

• On a follow up day, you get one email that morning with everyone to follow up.
• The tiles at the top (New, Follow up today, Booked, Customers) and the search box help you find someone fast.
• The lead's History shows their store orders and their chats with your assistant.
• With Business Brain, each customer shows Visi suggests: the next steps found in their record, like a late follow up or a birthday coming up. Draft an email or Draft a text writes the message for you to copy and change.
• Delete at the bottom left of the card removes a lead for good. It cannot be undone.
• To change a name, phone or email, see Edit a lead.