How to Manage Leads in the Pabau GO iOS App

This article explains how you can track and update leads in the Pabau GO iOS app.

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.

Step 1: Navigate to Menu 

Once you open the Pabau GO app on your iOS device, tap the 'Menu' icon. Depending on the device you're using, the icon can either be listed at the bottom right corner of the screen or, in the top right corner.

Step 2: Access Leads 

Once you tap the 'Menu' icon, it will reveal the 'Leads' tab along with all other options.

Step 3: Review Leads 

On the 'Leads' page, all your leads will be listed. The first option you’ll see is the 'Pipeline Stage' button in the top right corner. Tapping it will allow you to select the lead pipeline you want to view.

Right next to the pipeline stage name you have the filter icon. By clicking this icon, you can filter your leads by won and lost leads. 

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 4: 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. Just go to the top right corner of the screen and select the 'Win' status — the system will automatically create a client card for them.

By following these steps, you can edit and manage your leads in the Pabau GO iOS app.