Within ServiceMonster, a lead is a way of tracking a potential new customer. You can take advantage of our web forms to collect client information through your business’s own website. You can then accept or decline leads, and then keep track of your conversations with them as you go through the estimate process and build your relationship with them.
This is different from a lead source, which is how a client found out about your business or why they are coming back to your business. You can learn more about lead sources here.
You can view your leads by clicking on “Leads” in the left-hand side menu and selecting “Leads List”
Here you can see your list of leads. You can filter to view “All Leads”, “New Leads”, “Open Leads”, “Accepted Leads”, “Declined Leads”, or “Completed Leads”.
There are two ways a new lead can be created. A lead can be made automatically through webforms that you can add to your businesses’ website, or can be made by yourself.
A WebForm is a form you can add to your website to collect clients’ information 24/7 and enter that into ServiceMonster. You can also offer a calendar to allow your clients to schedule their own appointments.
To make a new lead, click on the “+ Lead” button on the leads list page.
This opens a window where you can add in the information for the lead.
Lead Source: How this possible client found out about your business, or why they are coming to you. Click here to learn more about lead sources.
First Name (Required for Residential): The first name of the client associated with this lead.
Last Name (Required for Residential): The last name of the client associated with this lead.
Company (Required for Commercial): The company name of the client associated with this lead (Not required for residential lead).
Email: The email address for the contact associated with this lead.
Primary Phone: The main phone number for the contact associated with this lead.
Alt Phone: The alternative phone number for the contact associated with this lead.
Commercial: If this is a commercial client, check this box. If this is a residential client, leave this box unchecked.
Site: Here you can enter in the primary address for this client or the site address for the location you will be doing work at.
Click “Save” to create the lead.
If a lead comes in through the webform it will appear on the “New Leads” or “Open Leads” list. If you create the lead yourself it will appear on the “New Leads” list.
You can click on the lead number to open the lead sheet.
Here you can see that client’s information. You can also approve or decline the lead by clicking on the “Accept” or “Decline” buttons.
Once you have done that you can create a new estimate or work order for the lead by clicking on the “Create New” drop-down menu and selecting the option you want.
As you communicate with your lead, you can track those conversations through the “Activity” tab. Activities are a great way to record notes from conversations
Here you can view past activities and make new activities on a lead. To make a new activity click on the “+ Activity” button.
Activities are a note, call, mail, or task you want to keep track of and attach to a specific account or lead. To learn how to make an Activity, click here.
A lead will automatically change to being "Completed" once an order that is linked to that lead is an invoiced.