Lead Management is a powerful new feature that helps you capture and convert potential customers more efficiently. A lead is someone who’s shown interest—like filling out a form or signing up for a free trial—but hasn’t paid yet. With customizable forms, lead source tracking, and automated follow-ups, you can easily engage leads at the right time and turn them into loyal customers.
Navigate to Feature
Using the menu bar, select Pro Tools >> Lead Management. This is where you’ll create the forms that potential leads can fill out to be added to your TeamUp database.
Create a Form
Once on the lead management page, click on Create Widget or Create to make a new form.
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Customize your form settings by adjusting or adding the following:
Width: You can adjust the form’s width and appearance to fit your website’s design.
Lead Source: Choose the channel where the form will be used.
For example, if you're placing the form on your Instagram or Facebook page, select the corresponding source name from the dropdown menu. This allows you to track and analyze which platforms are generating the most leads.
To add a new source name, click Add next to the Lead Source dropdown and enter the name manually.
Title and Description: It is required to enter a Title for your form that will be visible to users, but optional to write a Description that explains what the lead form is for, giving users context before they fill it out.
Form Fields: Name and Email are required fields, but you can also add or choose additional fields from your Customer Field Settings.
Advanced Settings: When a customer completes the form, you can choose to send the sign-up invitation or not. This allows you to nurture the lead with targeted emails before inviting them to complete their registration.
Code: Once your form is ready, click Save and copy the code provided. Paste this code into your website’s HTML to start capturing leads directly on your site.
Manage Lead Sources
After creating your lead forms, you can manage them directly from the Lead Management page or navigate to the Settings section to organize and update your lead sources. You can also view the profiles of new potential customers and see which lead source they came from.
Archive or Edit Lead Sources
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From the Lead Management page, click Settings to manage you Lead Sources.
You can add, edit, or archive the names of your sources for easier organization.
Select “Archived” to view lead sources that are no longer active or currently in use.
Customer Source Data
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Once a potential new customer fills out the form, they will be added to your customer list with a "Lead" as their status, in their profile it will include the Lead Source.
You can also view the responses to the lead capture form, which will be stored in the lead’s customer profile. This gives you valuable insight into their interests and helps tailor your follow-up communications.
Reports
TeamUp also offers reporting tools that let you track the progress of your leads and measure the effectiveness of your lead capture and nurturing efforts at every stage.
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In Reports >> All Customers, you will see a new column for Lead Source and Lead Status. This allows you to monitor where your leads are coming from and whether they’ve progressed through the lead funnel.
Email Notifications
To turn leads into paying customers, set up automated follow-up emails that nurture interest and guide them through the conversion process.
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Navigate to Communications >> Notifications
Under click "Details" next to Lead Management
Select Add Notification to create a new sequence for leads.
Name the sequence (e.g., “First Follow-Up Email”) and define the conditions for when the email should be sent.
You can select whether the email should be sent immediately after a lead submits the form or after a delay (e.g., 1 minutes, 1 hours, or 1 days).
Now create the email template by entering a subject and body message by using placeholder and encourage the leads to take the next step toward becoming a customer (e.g., book a consultation, sign up for a service, etc.)
When you are happy with your message, click Preview to review the message
On the preview page, review your message for accuracy, then click Confirm to create the notification.
Repeat the steps to create multiple emails in the sequence for continuous engagement. For instance, one email can go out immediately after form submission, and another could be sent a week later.