Why Should You Leverage Lead Statuses?
The active tab allows your team to quickly see which leads require action, such as an initial response or follow up phone call. It is important to convert or archive all leads as more information is provided by your guest, ensuring clarity and focus on your active list!
Gather Tip: Use the last action column to view who you’ve already reached out to!
Congratulations – All your hard work paid off and your lead has decided to move forward with their event! Convert your lead into a booking in Gather to block the calendar and start drafting the proposal!
On the flip side, if your lead has gone silent on you or decided not to move forward, you will now archive the lead. Track lost business by including the archive reason – giving you a complete view of why guests do not choose to book with you. Understanding lost business can help you gain competitive insight, determine process inefficiencies and analyze funnel management.