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ManoPlan Tutorial – Leads, Inbox & Reviews
0:535 Scenen
Handle leads from your website and widget, follow customer communication in one place and collect reviews automatically.
Learning Goal
No lead gets lost and happy customers turn into reviews.
Contents
1
Leads from the web widget, contact form or entered manually are collected under Leads – with status from new to contacted.
2
The inbox bundles all messages to customers: appointment confirmations, “Your technician is on the way” and review requests.
3
After a job is completed, a review request goes out automatically. Here you see which requests were delivered.
4
In the booking portal settings you set logo and colours – so portal and emails look like your business.
5
In the notification settings you decide which emails and text messages are sent automatically.
