Paying the deposit does not always move a lead to Won immediately.
In Movermate, a lead automatically moves to Won only after the customer completes all the required Booking Confirmation steps configured for your account.
These steps may include:
Paying the deposit
Reviewing or signing required documents
Confirming customer and job details
Completing any other required Booking Confirmation steps
Check Your Booking Confirmation Settings
Go to:
Settings → Booking Confirmation Steps
Review the configured steps to confirm what customers must complete before their booking is confirmed.
Check the Customer’s Progress
Open the relevant lead in Movermate.
Go to the Activity Log.
Review the customer’s Booking Confirmation activity.
Check whether all required steps have been completed.
If one or more required steps are still incomplete, the lead will not move to Won, even if the deposit has already been paid.
Once the customer completes all required Booking Confirmation steps, the lead status will automatically update to Won.
For further assistance, contact the Movermate Support Team at [email protected].