In this article, you will learn how to automatically create leads from your lead sources.
Workiz makes it simple to create and manage new leads (potential jobs) right from the web app. Leads are jobs that may or may not happen, and are best used to schedule quotes. If a lead doesn’t become converted into a job, it will have no impact on your job cancellation rate. This gives you a more accurate picture of how your business is performing when viewing your Job Statistics report in Workiz.
Workiz also helps you streamline your leads workflow, automatically creating new leads from your lead sources using auto leads.
How it works
When configured correctly, auto leads allows Workiz to automatically:
Scan an incoming message from your lead source
Create a new lead that includes the client's name, contact info, and appointment info
Setting up your auto lead rule
From the navigation bar, select Settings > Settings
Under General settings, select Auto leads
From the Auto leads settings page, select Add new
Complete the required fields:
Rule name: Enter a name for this rule (i.e., the lead source)
Where leads are coming from: Enter the email addresses and/or phone numbers linked to the lead source for this rule
(Optional) Forward messages: Enter an email address or phone number you want to forward a copy of the lead to
(Optional) Auto response: Enter an automatic response that you want to reply with when receiving leads from this source
Parsing: Choose how you want to parse your incoming leads
Getting your rule to work
After creating your auto leads rule in Workiz, notify or configure your leads provider to begin sending new leads to your Workiz email address.
If a lead comes from one of the external companies you have previously configured on your account, that lead will automatically be assigned to that company, ultimately helping you track the revenue generated from your lead sources.
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