In the Leads section of MoverMate, you can easily manage your leads by editing existing details, duplicating leads for similar jobs, or deleting leads that are no longer required. This guide explains how to perform each action step by step.
How to Edit a Lead
Open the Leads Table:
Navigate to the Leads section from the main menu.
Find the Lead:
Locate the lead you want to edit in the Leads table.
Edit the Lead:
Click the three dots (•••) next to the lead’s name.
Select Edit from the dropdown menu.
Update the required fields, such as:
First Name
Last Name
Email Address
Phone Number
Job Type
Moving Date
Save Changes:
Click Save to apply and update the lead details.
The changes will be reflected immediately in the Leads table and Lead Summary.
How to Duplicate a Lead
Open the Leads Table:
Navigate to the Leads section.
Find the Lead to Duplicate:
Locate the lead you want to duplicate.
Duplicate the Lead:
Click the three dots (•••) next to the lead’s name.
Select Duplicate from the dropdown menu.
A new lead will be created with the same details as the original.
Turn the toggle ON if you want to also duplicate the estimate and inventory along with the lead details.
This is helpful when creating repeat or similar jobs.
Save the Duplicated Lead:
Make any required changes.
Click Duplicate Lead to finalise the new lead.
How to Delete a Lead
Open the Leads Table:
Go to the Leads section.
Locate the Lead to Delete:
Find the lead you want to remove.
Delete the Lead:
Click on the three dots (•••) next to the lead's name.
Select Delete from the dropdown menu.
Confirm the deletion when prompted. The lead will be permanently removed from the system.
Note: Deleting a lead is irreversible, so ensure you no longer need the lead data before confirming the deletion.
If you need the information for reference, consider editing or duplicating the lead instead of deleting it.
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!