Leads

Since this video: Facebook and Instagram lead ads are still waiting on Meta's review, so they can't be connected yet. The other sources work as shown.

Every new customer starts as a lead. This video shows how leads come in, how to work them with the follow-up steps, and how to book the estimate.

Where leads come from

Leads arrive on their own from your website form, Google, lead emails, and your online booking page. Connect those sources once, in Settings, under Integrations. Facebook and Instagram lead ads aren't available yet: they open once Meta finishes reviewing ECHOPS. New leads land at the top, showing how long they've been waiting.

The table

The Leads page opens as a table. Each row shows the lead, its status and next follow-up, the project, the source, when it arrived, and who it's assigned to. Switch to Board to see the same leads as cards, in a column for each status. And ZIP check tells you if a ZIP code is in your service area.

New lead

To add a lead yourself, click New lead. Choose whether they wrote to you, or called or walked in. Type the name, phone, email and ZIP code. The ZIP code picks the right location. Add the project type, how they found you, who it's assigned to, and what they said. Then click Add lead.

The lead page

Click a lead to open it. Across the top are Call, Email, Text and Book appointment. Below them are the follow-up steps: New, then day one, day two and day three, then Contacted or Waiting.

It counts itself

You don't have to log your work by hand. When you call from ECHOPS, send an email from the composer, or text from your business number, the lead moves along the steps by itself. The next step's button even opens the follow-up email or text, with the words already written.

Notes and reminders

The tabs keep everything in one place: notes, calls, texts and emails. Add a note, or set a reminder with a due date, and it lands on your to-do list.

Scheduled or unqualified

Every lead ends one of two ways. Scheduled means you booked the estimate. Pick the date and who's going, and ECHOPS opens the deal for you. Unqualified is for spam, out-of-area or repair-only calls, and it asks for a reason.

Filter and columns

Back on the table, use Filter and sort to narrow the list by person, status, source, location or project. Save a filter as a view to use again. Under Columns, show, hide and reorder columns, or add your own, like a date, an amount or a status. Owners can save the layout for everyone.

Import and daily list

Have leads in another system? Click More, then Import leads, to bring them in from a spreadsheet. And every morning, ECHOPS emails each person the leads they need to follow up on that day.

Call fast, follow every step, and book the estimate. Next, building a quote.