Using our Lead Management toolset, you can keep track of every person who has interacted with you, whether that's through the messenger on your website or a contact from a source outside of Bloom.

Converting those conversations into leads is the best way to ensure you make the most of every opportunity. We also give you tools to set up reminders to then nurture these leads into paying clients.

Here's how you can create and manage a new lead:

  1. Start by heading over to the Leads tab in your Portal. Give your lead a title and select the specialty you’ll like to associate with your new lead.

  2. Add the primary contact for this Lead and be sure to include details, such as the company or address of the contact, by using the “Contact Details” section. When you type the name or email, Bloom will automatically surface any contacts you have in your Contacts List that match that name/email address. If this was a past client, select their name, and all of the fields will pull their information automatically.

  3. Tag your Leads. Using Tags is a great way to organize your leads and makes it easier for you to search for any leads assigned to specific types of projects that you usually book.

  4. Add a date or any internal notes for this project.

  5. Review the information to make sure it's all correct and hit save. You're all done!

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