What it does: Allows you to create and/or automatically store all your leads’ information in one place so you can qualify.
Prerequisites: Complete your Instant Estimator setup.
Available On: Enterprise Plans
Step 1: First, log onto the Roofr platform and click “Leads” and then click the “New Lead” button.
Step 2: Select the “Lead Status” (new lead, or working) and enter in the address of this new lead.
Step 3: Then, enter in the Customer’s Name, Email, and Phone Number.
Note: You can click “Save” to store your new lead’s contact information at this point, but if you’d like to include project information continue to step 4.
Step 4: Next, enter in your customer’s project information including: Roof Area, Pitch, Material Currently on Roof, Desired Material, Project Timeline, Residential or Commercial, Financing Request, and Proposal Material.
Step 5: Click “Save” to save your customers information.
Note: Once the lead is created, you’ll be able to select the “Lead’s Status” on the “Leads” dashboard. This wil help you and your team qualify each lead appropriately.