Every lead lands somewhere you can work it.
Every inquiry your shop gets, from your website, phone, texts and ads, lands on the Leads page. These guides show you how to find the right lead fast, move it through your pipeline, follow up on time and turn it into a customer.
Your pipeline
Find leads on the Leads page: pills, search and filters
Use the List view, the quick pills, search, filters, sorting and bulk actions to find the leads to work next.
02Pipeline view: stages, columns and automatic moves
See leads as cards in pipeline columns, move them by dragging, add or change columns, and learn which moves happen by themselves.
03Split your pipeline into lead boards
Keep different kinds of work apart, such as auto and flat glass, with boards that share your stages, and decide which new leads land on each.
04Add a lead yourself and set its source
Add a walk-in or phone inquiry as a lead, and add your own lead sources such as Yelp or a trade show.
05Assign leads to your team
Give a lead to a team member or to the Lead Agent, assign many at once, and share new leads out automatically.
Bring leads in
Build a lead form for your website
Create a form from a template, style it to match your brand, then share its link or put it on your website.
07Connect a form your website already has
Keep your existing website form and send its submissions to Wrapstart as leads, on Webflow, Wix, WordPress, Shopify, Framer, Squarespace or any site.
Work a lead
Work a lead from its page
Everything about one lead on one page: contact details, vehicles, messages, quotes, bookings and files.
09Follow-ups, notes and scheduled activities
Set a follow-up date, schedule calls and appointments, add notes, and read a lead's full timeline.
10Call through leads with call lists and the power dialer
Build a call list from your leads and dial through it with auto-dial, outcomes, a call script and voicemail drop.
11Block spam leads
Hide a spam lead and ignore new texts, calls, forms and emails from the same phone number and email.
12Turn a lead into a customer
Convert a lead into a customer, link a lead to a customer you already have, and how returning customers are handled.