How To Create Leads?

Getting started with leads

There are two options how you can create Leads in Mod24 Dispatch app:

• Automatically through a web quote

• Manually create a lead

Learn how to set up web quotes here.

Web Quotes

Leads that come into our platform from an external source (from websites or widgets) will be marked as Web quotes and will be Unassigned.

Basic information about the move will be available and this type of lead should be assigned to designated Sales representative to follow up with a potential customer.

Create a Lead

To create a lead manually from Mod24 Dispatch app, you will need to have your Company configured. You can manually create a lead from two places:

• List of leads

• Customer's profile

The behavior is almost the same. However from the Customer's profile we can just add information about the move, personal details will already be filled. Create leads for returning customers from their profile to save time.

Keep in mind:

• You can create a Lead with only pickup ZIP.

• Move sizes and arrival windows are related only to the Company you're creating this lead with.

• Customer's last name is optional.

• You must either add customer's email or phone number.

• Move date is optional, however if you want to see hourly rates you'll need to add it.

• When you want to book the lead you must enter a full pickup address and customer's full name.

Duplicates

You'll notice that we will show you if the Customer already has a lead in your workspace. You'll be able to see it's status and relevant information. This option allows you to check if you already have a lead with this information or the client is a return customer.

A modal will appear on the side of the Create lead form, to let you know there are leads for the same customer.

Example of duplicated leads for the same customer

You can click on the Active lead and continue to work on it from there.

Automatic vs Manual number of movers and trucks

In Mod24 Dispatch app, move sizes are related to the suggested number of movers.

Suggested number of trucks is by default set to 1. Adding an additional truck will increase an hourly rate for the amount entered in Truck price on your Company settings.

Example for 2 Bedroom:

• The system offers a price for 3, 4 and 5 movers.

The bigger the move, the larger number of movers is suggested. You can override this by choosing a specific number of movers and trucks and see suggested prices accordingly.

Number of movers you can manually choose is related to your Pricing configuration. Visit our Pricing brackets section for additional details.