Creating Your First Lead
Overview
Leads are potential customers who have expressed interest in your moving services. This guide shows how to create a lead using the New Lead form.
Who This Is For
Moving Consultants, Administrators, and anyone handling customer inquiries.
Creating a New Lead
Step 1: Open the Leads Page
- Click Leads in the sidebar
- Click the New Lead button at the top of the page
Step 2: Customer Information
Fill in the first section of the modal:
- First Name (required)
- Last Name
- Phone Number (required)
- Email Address
- Lead Source — choose from: Google Ads, Google Search, Yelp, Referral, Facebook, Website, Phone Call, Other
- Assign to Moving Consultant — optionally assign this lead to a team member
Step 3: Move Details
- Move Type — choose Local Move or Long Distance
- Preferred Move Date
Step 4: Addresses
- Pickup Address (required)
- Delivery Address (required)
Step 5: Additional Notes
- Initial Notes — any extra information about the move
Step 6: Save the Lead
Click Create Lead. The lead is added to your Leads list.
Lead Statuses
After creation, a lead moves through these statuses as your team works it:
- New — just created
- Assigned — a Moving Consultant has been assigned
- Contacted — initial contact made with the customer
- Estimated — an estimate has been built
- Signed — the customer signed the estimate
- Booked — the job is confirmed
- Completed — the job is done
- Lost — the customer did not book
- Bad/Spam — invalid or spam inquiry
What Happens Next
- The lead appears in the Leads list with status New
- An assigned Moving Consultant can open the lead to view all details, add notes, and create an estimate
- Use the lead's detail page to update the status as you progress through the sales process