Settings
Configure your lead management system
dynamic_form Inquiry Form Fields
Customize which fields appear on the public inquiry form
| Field Name | Enabled | Required | Order |
|---|---|---|---|
| First Name | 1 | ||
| Last Name | 2 | ||
| Email Address | 3 | ||
| Phone Number | 4 | ||
| Property Address | 5 | ||
| Service Type | 6 | ||
| Estimated Budget | 7 | ||
| Desired Timeline | 8 | ||
| Project Description | 9 | ||
| Photo Upload | 10 | ||
| How Did You Hear About Us? | 11 |
auto_awesome Auto-Response Message
Sent immediately when a new inquiry is submitted. Use {{first_name}}, {{service}}, and {{confirmation_code}} as placeholders.
group Staff Accounts
Manage team members and their roles
| Name | Role | Status | Active Leads | ||
|---|---|---|---|---|---|
CR Carlos Rivera |
carlos@riveraconstruction.com | Admin / Owner | Active | 38 | |
MS Maria Santos |
maria@riveraconstruction.com | Sales Manager | Active | 42 | |
DK David Kim |
david@riveraconstruction.com | Estimator | Active | 28 | |
JO Jennifer Ortiz |
jennifer@riveraconstruction.com | Office Manager | Active | 19 |
notifications Notification Preferences
Choose how your team gets notified about lead activity
| Event | SMS | In-App | |
|---|---|---|---|
| New inquiry submitted | |||
| Lead responds to message | |||
| Lead uploads photos | |||
| Quote expiring soon (7 days) | |||
| No response after 48 hours | |||
| Deal won | |||
| Weekly performance report |
schedule Business Hours
Set your operating hours for auto-response timing and response time tracking
Monday
to
Tuesday
to
Wednesday
to
Thursday
to
Friday
to
Saturday
to
Sunday
to
target Response Time Goals
Set targets for lead response and follow-up timing
Current avg: 2.4 hours
Current avg: 5.2 days
Alert triggered when exceeded
Alert at 7 days before expiry
Lead management system powered by ETI Technology