Interactions » Member Leads

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000094617

Member Leads Module

The member leads module provides a great user experience, making it easy to manage incoming leads submitted by website users.

Leads Module

To open the Lead Module, navigate to:

Interactions
Member Leads

Leads Module Settings

Lead ID: This is the Lead of the ID.
Actions Dropdown (Explained Below).
Submitted: Date and Time in which the lead was submitted.
IP Address of the lead submitter. It can be blocked if it ends up being a SPAM submission.
Accepted: Number of times the lead has been accepted.
Total Matches: Number of times the lead has been matched.
Total Revenue: Total amount of revenue generated by this lead.
Lead Status (Pending, Followup, Matched, Sold Out, Closed, Bad Leads, Delete).

Pending - The lead has been submitted but it has not been matched with any of the website members that can receive leads.

Follow Up - * Requires additional follow up.

Matched - The lead has been matched to members and hasn't been accepted/paid by a member yet.

Sold Out - The lead has been sold.

Closed - Lead has been accepted and no more actions are required.

Bad Leads - * Could be a spam or accidental lead.

Delete - * Lead needs to deleted.

* Denotes an internal status for admin purposes only

Actions Dropdown:

Match Lead: Here's the option to see more details of Leads and manually match them to members.
Edit Lead: The option is there for all directory owners to control what gets submitted on the lead.
Email Submitter: The option is there to email the user who submitted the lead.
Delete: One can quickly delete any undesired lead on the website.

Lead information

The information submitted on the Lead will be visible under Lead information and the option for the admin to leave notes:

Origin page: This will show the link from the page the lead was submitted from.*
Name: Submitters name
Email: Submitters email
Phone Number: Submitters number
Preferred Reply Time and Date: When the lead will prefer to be contacted
Location: Submitters location
Select an Option: Top Category Selected by the submitter
Message: Submitters message to lead
Internal Note To Member: As an admin, there's the option to add a note for the member regarding the specific lead.

NOTE: This information may vary based on the fields of the Get Matched Form.

Origin Page Note

If the lead was created via API using Zapier, the origin text will display the following text "Received from external source, the text can be edited under Settings » Text Labels.