Manage Your Lead Pipeline

Every inquiry from your website forms, Discovery Flight widget, and gift card sales lands in CRM > Inbound Leads. Use the list or the kanban board to see where each lead stands and who needs a call today.

Choose a view

Use the view menu at the top of Inbound Leads:

• Default: a table with name, email, phone, status, source, and last activity.
• Sidebar: the list with the selected lead's details beside it.
• Kanban: a board with a column for each stage.

Add a lead by hand

1. Click Add lead.
2. Enter First name and Last name (both required), plus Email, Phone, and Interest.
3. Click Create lead. Its source is saved as Manual.

Move leads through stages

In Kanban, drag a card to another column to change its status. The default stages are New, Contacted, Booked, and Converted.

• Click Add stage to add your own, with a name, color, and optional confetti when a lead moves there.
• Drag column headers to reorder stages. Use a stage's menu to remove it.

In the other views, change a lead's status from the Status menu on the lead.

Set a follow-up date

1. On the lead, open the Follow-up menu.
2. In Schedule follow-up, choose a Reminder timing: 1 day, 2 days, 1 week, 2 weeks, 1 month, or a custom date.
3. Click Schedule.

The lead's status changes to Follow up. When the date arrives, the lead is marked so you can spot it in the list.

Find leads fast

Click Filter to sort by Newest, Oldest, name, Last activity, or Follow-up date, and to filter by Status, Source, Interest, Score, or when the lead was Added. Click Clear filters to reset. Use Search to find a lead by name.

Keep notes

Open a lead and type in Notes. You can attach a file to a note. The Activity section shows everything that happened on the lead, including emails and status changes.

Tips

• Kanban stages you add and lead tasks are saved in your browser. Other staff and other devices won't see your custom stages.
• Use Add Reservation on a lead to book their discovery flight with the lead's details filled in.

Troubleshooting

• "First name and last name are required." Fill in both names to create a lead.
• "Follow-up date not saved." Contact Sky Schedule support to turn on follow-up dates for your school.
• CRM tabs missing on a phone. On small screens, the CRM only shows Inbound Leads. Use a larger screen for Widgets and Templates.