Leads

---

Overview of Leads

Pabau's Lead Management feature empowers you to nurture potential client relationships effectively, aiming to convert them into valued clients. Here's an overview of how to access and manage your leads within Pabau:

Accessing Leads:

Log into your Pabau account and navigate to Leads in the left sidebar menu. Click on "Leads" to enter the Lead Management section.

Leads Page Overview:

On the Leads page, you'll find a comprehensive list of all your leads, along with essential details such as name, email, date created, and lead owner, among other information.

View Options and Details:

At the top of the screen, toggle between List and Kanban View to choose your preferred lead display format. The total number of leads is also visible.

Additionally, you can filter your leads by lead owner, or you can create views to look at leads fulfilling certain conditions. 

Utilize the search bar to quickly locate specific leads.

Create new leads by clicking the "Create Leads" button.

Customize the columns displayed in your lead view by selecting "Edit columns" below the creation button.

---

How to Create Leads

Creating leads is a straightforward process that allows you to efficiently manage potential client information. 

Step 1: Access Lead Creation Page

Start by logging into your Pabau account, then click on the Create button at the top of the screen, or use the hotkeys Shift + L to initiate lead creation.

Alternatively, navigate to Leads in the left sidebar menu and click on "Leads." Then, select "Create Lead" in the top right corner.

Step 2: Inputting Relevant Details

Make sure to input essential details about the lead, including their full name, email, and lead location. The lead location is particularly relevant for multi-location businesses.

Choose the lead pipeline to which the lead will be added and set their current stage within the pipeline.

Step 3: Assign a Lead Owner

In the top right corner, select the lead's owner from your list of staff members. Designating a lead owner helps in assigning responsibility and streamlining communication.

Step 4: Completing the Lead Creation

Once all relevant information is inputted and options are selected, click on the "Create" button to finalize the lead creation process.

---

Overview of the Lead Profile

---

How to Create a Lead Pipeline

Lead pipelines play a crucial role in managing leads effectively, allowing you to track their progress through various stages. This guide will walk you through the process of creating a lead pipeline in Pabau.

Step 1: Enable Pipeline Feature

Ensure that the lead pipeline feature is enabled in your Pabau account. To do so, log in to your Pabau account, then navigate to Setup in the left sidebar menu.

Next, click on "Business Details" in the Business section. In Business Details, navigate to the Features tab and toggle the "Pipeline" feature.

Step 2: Access Pipelines

Once pipelines are enabled, navigate to Leads in the left sidebar menu and click on "Pipeline".

Alternatively, switch to Kanban view on the Leads page.

Step 3: Create a New Pipeline

On the Pipeline page, click on "Options" in the top right corner, then select "Create a new pipeline".

Step 4: Configure Pipeline Details

First, add a name for the pipeline, then configure the stages included in the pipeline.

• To rename the stage, click on the three dots next to the stage, then click on "Edit" and add the new name.
• To add a new stage, click on the plus sign that appears when you hover over between two stages or when you hover over your last existing stage. 
• You can reorder stages by dragging and dropping them. 
• To delete a stage, click on the "Delete Stage" button that appears when you hover over a stage. 
• Choose whether this will be your default pipeline in the top right corner.
  
  

Step 5: Finalize and Create

Click on "Create" in the top right corner to complete the pipeline creation process.

Now, with the new pipeline in place, you can easily switch between different pipelines by clicking on the button next to "Options" on the Pipeline page.

---

How to Assign a Lead to a Pipeline

Assigning leads to specific pipelines is a crucial step in tailoring your lead management process to individual treatment needs. Follow these steps to efficiently assign leads to the appropriate pipeline:

Step 1: Locate the Lead

Log in to your Pabau account and search for the lead you want to assign to a pipeline. Use the search bar at the top of the screen or navigate to Leads in the left sidebar menu and click on "Leads" again.

Step 2: Assign to a Different Pipeline (if applicable)

If you have multiple pipelines, you can assign existing leads to a different pipeline by accessing their lead profile.

Open the lead's profile and in the top right corner, click on the name of the lead's current pipeline.

A dropdown menu will appear, showing all available pipelines.

Select the desired pipeline from the menu and click on "Save" to confirm the pipeline assignment.

By following these steps, you can efficiently categorize leads into treatment-specific pipelines, ensuring a more specialized and effective approach to lead nurturing within the Pabau platform.

---