Salonist Knowledgebase

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Can we add enquiries/leads in salonist?

Add, Manage Enquiries, received by clients and take proper follow up with them

Follow the process to add Leads (enquiries ) in salonist 

1.Go to Setup >> Lead Management 

2. Click on Lead to add it 

3. Add lead Title - for which client have asked. Ex. Bridal Makeup 

4. Add the Quoted pricing, select currency

5. Give client details including name, contact, email 

6. Select Lead Type, Stages, these can be added according to you, need to click on Action button

7. Select Employee Name - who had a conversation with new lead 

8. Put Source 

9. Now, in last you need to Add the Follow Up Date and Time (on which you wants to take follow up with them)