This guide helps you enable Leads Management, configure your lifecycle, and set the right permissions so your team can start managing new inquiries effectively.
You should complete this setup before your team begins using the Leads Dashboard.
Step 1: Enable Leads Management
Leads Management can be turned on or off based on your business workflow.
To access the setting: Client Management > Leads > Settings
When Enabled | When Disabled |
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Step 2: Review Role Permissions
Permissions determine which staff can access and manage leads.
Navigate to: Settings > Staff & Permissions > Leads Management
Step 3: Customize Lead Lifecycle
Lifecycle stages define the journey a lead goes through.
Go to: Settings > Customers & Pets > Leads > Lifecycle > Create new.
Best Practice
Keep stages simple and meaningful
Avoid too many similar stages
Use action statuses for detailed tracking
Step 4: Customize Action Status
Statuses describe what you’ve done or what needs to happen next.
Go to: Settings > Customers & Pets > Leads > Action Status > Create new.
*Set up color code for each action status, which will be shown as the background color of the Kanban view.
Step 5: Customize Channels
Custom channels allow you to add and track your own lead sources. You can see exactly where each lead is coming from
Go to: Settings > Customers & Pets > Leads > Channel > Create new.
Step 6: Custom Lead Fields (Ultimate Plan🌟 )
If you’re on the Ultimate Plan, you can create additional fields tailored to your business. Custom fields appear in the Lead Details panel and can be used for filtering in the dashboard.
Find them under: Settings > Customers & Pets > Fields Management.