Adding Leads Manually

Our Lead Management module is designed to help you capture customer leads and convert them into paying clients. It allows you to collect and track leads within MyTime’s CRM, nurture them through emails, text messages, and phone calls, and monitor their status and conversion rates throughout the process.

Key Features:

• Lead Nurturing: Engage leads through automated emails, text messages, and staff follow-up reminders for phone calls.
• Automatic Conversion: Effortlessly convert leads into clients when they book an appointment.
• Performance Tracking: Analyze lead sources, conversion rates, and client lifetime value for actionable insights

Things to know:

• The Lead Management module is a paid add-on. To add this module, contact your account manager or email support@mytime.com.
• Once the Lead Management module is purchased, you can add and manage leads by navigating to Clients > My Leads.
• The ability to create leads is governed by the "Accessing Client Records" access control setting. 
• For franchise businesses, leads can be added at both the parent and child levels.
• The Lead Source feature helps track where leads are generated (e.g., in-store visits, booking widget, Facebook). This feature requires the “Track Client Source” setting to be enabled at both the parent and child levels for franchise businesses.
• In the Schedule and POS, leads are searchable using the search box and are clearly marked with a [Lead] label for easy identification.
• You can send messages to leads through the Communicator and also schedule appointments for them.
• There are three methods to convert leads into clients.
• Converting a Lead from the Lead Profile  – Select Convert to Client to change the profile type.
• Automatic Conversion After Scheduling an Appointment – By default, a lead is automatically converted into a client once an appointment has been scheduled.
• Conversion After Appointment Completion– A lead can also be converted once the appointment is marked completed. This option is controlled by a hidden setting that must be enabled by the MyTime team. To activate it, contact support@mytime.com.
• Learn more about lead conversion here.

To add a lead manually, simply:

1. Navigate to the Clients tab
2. Select the My Leads hyperlink
3. Select the +Add Lead button                                                                                                                               
4. Enter as much information about the lead as necessary, including their associated location, name, phone number, email, birthday, contact permissions, etc:                                                                                                                        
5. Click "Save"                                   
6. Once saved, the lead profile will be accessible under the "My Leads" tab
   

For more information, contact us at support@mytime.com.  

Related Articles:

• Exporting Leads
• Importing Leads
• Lead Intake Forms
• Leads Widget Configuration
• Configure Lead Notifications
• Converting Leads to Clients
• Leads Detail Report