Please note: Pabau GO requires an iPhone or iPad running iOS 17 or later. Earlier versions aren't supported.
The Leads feature in Pabau helps you manage prospects by capturing their information, tracking their progress through customizable pipelines, and nurturing them with automated communications. Previously available only on the desktop version, this feature is now also available in the Pabau GO iOS app.
NOTE: To learn more about Leads in Pabau, refer to this article.
Step 1: Navigate to Menu
Once you open the Pabau GO app on your iOS device, tap the 'Menu' icon. This will reveal the 'Leads' tab along with all other options.
Step 2: Review Leads
On the 'Leads' page, all your leads will be listed. Switch to Kanban view and tap on the "All" option to view all existing pipelines.
Right next to the pipeline stage name you have the "Options" button. By clicking this icon, you can filter your leads by won and lost leads, owner, source, date range and deal value.
At the top of the page, you have the option to use the search bar to search for specific leads.
Right below, you'll find lead status filters such as Open, Contacted, Won, or Lost. Tapping any status will filter the list to show only leads with that status, such as only Open leads.
Step 3: Edit Lead
To edit a lead, simply tap on their name to open their Lead Card, where you'll see all their details, such as name, email, date of birth, lead status, lead source, and more.
In the app, you can update the lead stage at the top of the lead profile by tapping the stage name.
In the app, you can also convert a lead into a client. When you select the 'Mark as Won' status — the system will automatically create a client card for them.
Step 4: Deactivate Lead
To deactivate a lead, navigate to the top right corner of the screen and click the three dot menu. This will reveal the "Deactivate" option.
By following these steps, you can edit and manage your leads in the Pabau GO iOS app.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.