Sales - When it comes to setting up your quoting tool in MaidCentral one of the tabs included is called External Quote Form. This is where you would copy and paste the codes to Show Online Booking Form and or Show Lead Capture form work.

In this video we will also explain how the two options and those leads display on your Sales Dashboard. A lead will instantly show up on my Sales Dashboard as a New Lead if the prospect only fills out the Lead Capture Form. If they prospect moves onto the Online Booking Form, or if the Online Booking Form is the only external quote form you have displayed, and the prospect doesn't fully book, they will appear on your Sales Dashboard under Needs Follow Up in accordance with your Sales Dashboard Settings in relationship to the time the quote was created.

Why Cannot I Delete a Lead?

Troubleshooting

When in a Lead, if you send a quote to that Customer the Lead can not then be deleted. It can be closed but not completely deleted.