How does Lead Generation work?
Lead Generation is a cost effective way to add more customers to your round.
When lead generation is active, any leads in the marketplace which are in your area will be automatically purchased and sent to you as a quote, including all the information about the work they'd like done, and their contact information. As always, leads purchased in the marketplace are exclusively yours; we never sell a lead to more than one business.
To use lead generation you need a balance of 15 or more lead credits in your account. You can purchase lead credits by choosing 'Add Credits' from the marketplace menu. If your balance falls below 15 lead credits lead generation will automatically stop.
To start lead generation choose 'Lead Generation' in the marketplace menu, then 'Start lead generation'. You can stop lead generation at any time using the same option in the marketplace menu, then selecting 'Stop lead generation'.
Customers
- Adding a cash payment to a customer
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- How to add a customer
- Understanding customers in getSoapy
- What is the customer portal?
Payments
- Bank Reconciliation
- Exporting payment data
- How do I receive payments?
- How much do payments cost?
- Payment Statuses
Quotes
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations
Additional Users
Marketplace
Message Templates
Organising work
Rounds
Websites
Balance
Expenses
Getting Started
Plugins
customers
Dashboard
Pricing