Leads and Opportunity FAQ

Modified on Thu, 9 Oct at 12:14 AM

LEADS

1. What is Lead Management?

Lead Management on Desktop allows you to view, track, and manage your leads using either the Pipeline View or the Table View. These views help you visualize where each lead stands in your sales process and identify next steps to close the deal.
Lead Management on the app allows you to view, track, and organize your leads, helping you stay on top of follow-ups and move leads toward conversion quickly.

2. How do I access my leads?

Go to Leads from the top menu.
You’ll see all your leads displayed with their source, status, and date created.
Use the text filters at the top to sort or filter by status, date, or name.

3. Where can I find the leads created by Kate?

Go to the Leads section.
All new leads will appear under New, along with the customer’s details gathered by the AI Receptionist.

4. What details can I view for each lead?

When you click on a lead, you can see:

Customer details
Additional Information (e.g., notes or preferences)
Services inquired about
Call Details, including call transcripts and recordings collected by Kate, AI.

5. How can I create a new lead?

Click New Lead at the top of the page.
Enter at least the Lead title or the Customer's name, Contact Name and Phone Number.
Choose whether the lead is Residential or Commercial.
Add optional details like Email, Address, Source, or Internal Comments.
Click Save to create the new lead.

6. What details are required to create a lead?

Only three fields are mandatory:

Lead Title
Contact Name
Phone Number
Additional details can be added later as you collect more information.

7. How do I ensure the address is entered correctly?

When typing the address, select the suggestion that appears in the dropdown. This ensures accurate entry and proper formatting in the system.

8. What is the Source field used for?

The Source field helps you track where your leads are coming from (e.g., referral, ad, website, social media). This is useful for analyzing which marketing channels generate the most leads.

9. Can I edit or update lead information later?

Yes. Once a lead is created, you can open it anytime to:

Edit contact details
Update the lead’s status
Add comments or notes
Change the notification preference

10. How can I manage or update a lead on the app?

Tap on a lead to:

Edit details (contact info, notes, etc.)
Add new information as it becomes available
Create an Estimate directly from the lead
Convert the lead into a customer once they agree to proceed

11. Can I add more information to a lead later?

Yes. You can always return to a lead and add more details such as notes, address, email, or follow-up information at any time.

12. Why should I group my leads?

Grouping helps you:

Identify leads who haven’t yet moved forward
Send targeted marketing campaigns later
Keep your sales funnel organized and actionable

LEAD PIPELINE

13. What is the Lead Pipeline?

The Lead Pipeline provides a visual view of all your leads and their positions in the sales funnel. It helps your team manage leads efficiently, track progress, and close deals faster.
It shows where each lead stands in your sales funnel for smoother follow-ups and faster deal closures.

14. What are the benefits of using the Lead Pipeline?

Using the Lead Pipeline gives you:

A better understanding of the sales process
An efficient and effective sales strategy
A clear view of leads by stage
Faster deal closures
Easier lead assignment to the right salesperson
Improved team productivity and revenue growth
Simplified follow-up scheduling

15. How do I access the Lead Pipeline?

Go to Leads → You’ll see two tabs: Pipeline and Table.
The Pipeline view shows visual stages, while the Table view lists leads in a table format.

16. Can I customize the Pipeline stages?

Yes. Go to Settings → Choose your default view (Pipeline or Table).
You can rename, add, delete, rearrange, or edit stage names.
Drag and drop to reorder stages easily.
You can also manage Lead Labels—edit, change colors, or add new ones.
Don’t forget to Save your changes.

17. How do I move a lead to a different stage?

Simply drag and drop the lead card into the desired stage.

18. How do I switch between Pipeline and Table View?

In the Leads section, click the green text label Pipeline or Table at the top to toggle between views.

19. Can I filter or sort my leads?

Yes. Tap the Filter icon (upper right corner) to:

Sort by Type (how the lead was created)
Filter by Source, Label, or Stage
Change the display order
(Note: You can edit sources, labels, and stages from your Market.com account.)

CONVERTING LEADS

20. What does it mean to convert a lead into a customer?

Converting a lead into a customer means moving them from the Leads section to the Customers list once they’ve agreed to proceed or shown strong intent to buy, even before accepting an estimate.

21. When should I manually convert a lead?

You can manually convert a lead when you’ve already spoken with the potential customer and confirmed their interest in your services — even if they haven’t officially accepted an estimate yet.

22. How do I convert a lead into a customer?

On Desktop:
Open the lead record → Click Convert to Customer.
On App:
Open the lead → Tap bottom-right menu → Select Convert to Customer.
You can assign the new customer to a group (e.g., “Leads”) for future marketing or sorting.

23. What happens when a customer accepts an estimate?

When a lead accepts your estimate, they are automatically converted into a Customer and moved to the Won (W) category.
You can then view them under Sales → Customers.

24. Where can I find the converted customer?

After conversion, the customer will appear under Sales → Customers, where you can manage their details, send estimates, create invoices, or schedule work orders.

25. Can I still edit customer details after conversion?

Yes. Once converted, you can open the customer record anytime to edit information, update contact details, or assign them to groups for better organization and marketing.

26. Why should I convert leads to customers?

Converting a lead allows you to:

Create Estimates, Invoices, or Work Orders for them
Include them in customer groups for marketing
Track them as part of your ongoing customer base

27. What can I do once a lead becomes a customer?

Once converted, you can:

Send Estimates or Invoices
Schedule Work Orders
Edit Customer Information
Add to Groups for targeted campaigns

28. How do I manually convert a lead to Won or Lost?

Open the lead → Choose Convert to Won or Convert to Lost → Add comments or notes if needed.

29. How do I mark a lead as Lost or Unqualified?

When marking a lead as Lost, you can specify the reason as Lost, Postponed, or Unqualified.
All Won and Lost leads can be viewed under the Table View.

OPPORTUNITIES

30. What is an Opportunity?

In Markate, an Opportunity is a lead generated from an existing customer.
It represents a new potential job, project, or sale with a customer you’ve already worked with.

31. What is the difference between Leads and Opportunities?

Leads are potential customers created automatically when someone calls your Virtual Number.
Opportunities arise when a lead expresses genuine interest or is ready to move forward with your services, allowing you to track progress and follow up efficiently.

32. Where can I add an Opportunity?

Opportunities can be added through the Lead Pipeline or the Customer Profile.

33. How do I add a new Opportunity from the Lead Pipeline?

Go to Leads Pipeline.
Click the New Opportunity button.
Enter the relevant details and save.
Your new Opportunity will now appear in the Leads list.

34. How do I add an Opportunity from a Customer Profile?

Go to Sales → Customers.
Select and open a Customer Profile.
Click More → Add Lead Opportunity.
Fill in the details and save.

35. How can I view all Opportunities?

Go to Leads.
Opportunities are listed alongside leads, marked as Type: Opportunity.
To see only Opportunities, use the Filter → Type → Opportunity option.

36. Why use Opportunities?

Opportunities help you:

Track repeat business from existing customers
Monitor potential new projects efficiently
Visualize progress and conversion in your sales pipeline