AOS Sites

Leads, forms and bookings

How do I mark a lead as contacted, booked or won?

Checked against the product · For Launch, Growth, Pro

Open the lead in Leads and tap a status under Status: New, Contacted, Booked, Won or Lost. Every change is saved in the lead’s status history with the time.

Use Notes to keep what was said on a call. “Remind me” emails you to follow up tomorrow, in 3 days or next week, at 9 AM your time, and the lead shows under “Needs a reply” when it’s due. When you mark a lead Won, you can add what the job was worth; it adds up in your monthly report as “Value of leads won”.

Marking a lead Contacted, Booked, Won or Lost also stops any follow-up emails to them.

Step by step

  1. Open Leads and tap the lead.
  2. Under Status, tap Contacted, Booked, Won or Lost.
  3. Add a note under Notes if you like.
  4. Under Follow up, use Remind me to get an email later.

Open LeadsOpens in your AOS Sites dashboard

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