Step 1
Quick Review
Review a few leads quickly: pursue the strong lead, ask for missing details, and decline the weak lead.
Open Quick ReviewGuided walkthrough
Follow these steps to show how LeadFlow helps Karen Trejo Photography qualify an inquiry, polish a response, approve it, and see pipeline value.
Step 1
Review a few leads quickly: pursue the strong lead, ask for missing details, and decline the weak lead.
Open Quick ReviewStep 2
Start with the lead desk and show how Karen Trejo can spot the next best action.
Open Lead DeskStep 3
Point out the opportunity score, estimated value, missing details, and suggested next step.
Open DashboardStep 4
Open a lead and show how the owner can personalize the response before anything is sent.
Open Lead DeskStep 5
Show the approval step so prospects understand the owner stays in control of every response.
Review Send OptionsStep 6
Show pipeline value, lead sources, response status, and owner time.
Open ReportsStep 7
Show how the same workflow can adapt to different service businesses without changing the core app.
Open Profiles