Manage and organize leads effectively in Keystone with this guide for staff on tracking and updating lead information.
To manage leads within Keystone, click on the Leads column in your blue ribbon. If there are active leads, you’ll see a green circle with a number indicating how many are currently active.
Clicking on Leads will take you to the Lead Listing screen, which includes two types of leads:
- Workable Leads: These are leads submitted through the online scheduler where the user clicked the Confirm button. In the order summary, this confirmation is what classifies a lead as workable.
- Standard Leads: These are orders started in the online scheduler but not confirmed. Keystone captures this data for follow-up, allowing you to upsell or understand why the lead wasn’t finalized.
As leads are updated (e.g., changes to date and time), you’ll see real-time updates in the lead section.
When you’re ready to confirm and submit an order from the online scheduler, click on Lock Lead. This will prevent any changes from being made in the online scheduler. After locking the lead, clients will see a message thanking them and instructing them to call your office with any questions.
Once you lock the lead, click Create Order to officially convert the lead into an active order within Keystone.
Leads will also appear on your calendar, and clicking on a lead will take you to the Lead Summary, where you can lock and create the order if necessary.
That’s how you manage leads within Keystone.