Leads Management

Your central command center for managing every customer inquiry from your Yelp and Thumbtack Auto Responder and connected platforms. View all conversations, track lead status, and respond to prospects with advanced messaging capabilities.

Understanding the Leads Table

Key Information Displayed:

Source - Platform icon (Yelp/Thumbtack) and location name
Customer - Name, contact information (click-to-call/email)
Messages - Latest message preview (click to open full conversation)
Address - Customer location (click to view on map)
Memos - Private internal notes
Status - Current lead stage and required actions

Lead Status System

● Bot Follow-up

System is actively nurturing - Your yelp automatic follow-ups are being sent according to your sequence. No action needed unless lead responds or needs personal attention.

● Answered

Engaged prospect - Lead responded and is actively interested. Highest priority - respond promptly to maintain momentum.

● Follow-up

Personal attention required - You’ve taken over the conversation. Automated messages stopped to avoid conflicts.

● Scheduled Messages

Delayed response pending - Message scheduled for future delivery (useful for after-hours responses).

● Meeting

Appointment scheduled - Call, site visit, or consultation planned. Use for pipeline tracking.

● No Answer

Sequence complete - All automated follow-ups sent without response. Consider personal outreach or long-term nurturing.

● Done

Lead closed - Became customer, decided not to proceed, or was disqualified. Keeps active list focused.

Messaging Features

Direct Message Sending

Immediate Response Capability

Click any lead to open the conversation interface
Compose and send instant replies to customer inquiries
Messages integrate seamlessly with your yelp auto response system
Full conversation history with message timestamps and status indicators

Scheduled Message System

Strategic Timing Control

Schedule messages for future delivery at optimal times
Write responses outside business hours, deliver during peak engagement periods
Set specific dates and times for follow-up communications
Select scheduled messages to review, edit, or cancel before delivery
Manual follow-up scheduling for personalized prospect nurturing

Quick Reply Templates

Efficient Response Management

Pre-written responses for common customer inquiries
One-click replies to frequently asked questions
Customize templates based on service type and customer needs
Maintain consistency across team members while reducing response time

Advanced Messaging Options

Professional Communication Tools

AI-powered response suggestions based on customer message content
File attachment capabilities for sending estimates, photos, or documents
Message read receipts and delivery confirmations
Integration with your yelp AI assistant for intelligent response recommendations

Filtering & Search

Source Filtering

Filter by Yelp, Thumbtack, or specific business locations
Track performance by platform and geographic market

Status Filtering

Focus on active leads (Answered, Bot Follow-up, Follow-up)
Manage pipeline (Meeting, Scheduled Messages)
Review dormant leads (No Answer, Done)

Contact Information

Show only leads with phone numbers or email addresses
Prioritize qualified prospects who shared contact details

Search

Type customer name to find specific conversations
Useful for returning customers or referral tracking

Managing Conversations

Opening Messages Click any lead’s message to access the full conversation interface with complete history, timestamps, and response options.

Private Memos
Click the Memos column to add internal notes:

Project details (scope, timeline, budget)
Customer preferences and requirements
Follow-up reminders and next steps
Team handoff information

Message Scheduling Workflow

Open conversation from leads table
Compose your response message
Select “Schedule” instead of “Send”
Choose delivery time (minutes, hours, or specific date/time)
Review scheduled messages in the “Scheduled Messages” status filter
Edit or cancel scheduled messages before delivery

Daily Workflow

Priority Order:

Answered leads - Respond immediately to engaged prospects
Follow-up leads - Handle personal attention required
Meeting leads - Follow up on scheduled appointments
Bot Follow-up - Monitor but let yelp business automation work
No Answer - Consider re-engagement strategies

Team Coordination:

Use memos for important context sharing
Update lead status when taking action
Set clear ownership for multi-team environments

Mobile Access

The interface automatically adapts for mobile use, allowing you to:

Check new leads from job sites
Respond to urgent inquiries immediately
Schedule messages for appropriate delivery times
Update status while in the field
Access contact information for callbacks

Integration Features

Real-time Updates

New leads appear immediately
Status changes sync across team members
Coordinate with SMS, Slack, WhatsApp notifications

Map Integration

Click addresses to view customer location
Verify service area coverage
Plan efficient routing for site visits

Yelp Chatbot Integration

Seamless handoff from automated responses to personal messages
Maintain conversation continuity across bot and human interactions
Access to full conversation context when taking over from automation

Getting the Most from Lead Management

Start with: Understanding key concepts and message management

Optimize by: Configuring effective messaging and connecting integrations

Advanced: Analytics tracking and team management

Questions about lead management? Email support@nzleads.com or use in-app chat for guidance.