Leads Management

This is where you manage every customer inquiry from your Yelp and Thumbtack Auto Responder and connected platforms. View conversations, track lead status, and respond to prospects.

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

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

Scheduled Messages

• Schedule messages for future delivery at the right time
• Write responses outside business hours, deliver when customers are active
• Set specific dates and times for follow-up communications
• Review, edit, or cancel scheduled messages before delivery
• Schedule manual follow-ups for specific prospects

Quick Reply Templates

• Pre-written responses for common customer inquiries
• One-click replies to frequently asked questions
• Customize templates based on service type and customer needs
• Keep responses consistent across team members

Advanced Messaging Options

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

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

Daily Workflow

Priority Order:

1. Answered leads - Respond immediately to engaged prospects
2. Follow-up leads - Handle personal attention required
3. Meeting leads - Follow up on scheduled appointments
4. Bot Follow-up - Monitor but let yelp business automation work
5. 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

• Smooth handoff from automated responses to personal messages
• Conversation continuity across bot and human interactions
• Full conversation context available when you take over from automation

Next Steps

• Understanding key concepts and message management
• Configuring messaging and connecting integrations
• Analytics tracking and team management

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