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Guide

Use the Leads Inbox

Keep each enquiry with a follow-up owner and a next action.

Updated October 4, 2026For: Owners · Managers · Front desk · Team members

Keep each enquiry with a follow-up owner and a next action.

Review the queue

Open Leads Inbox and review the source, history and current stage. Customer text is preserved as entered; changing the interface language does not translate customer notes or service descriptions.

Follow up safely

Read recent messages to avoid duplicate replies. Check consent and the intended channel before sending. Daily operators can assign a follow-up owner, book confirmed work and record an outcome. A demo follow-up is simulated.

Role visibility

Owner, Manager and Front Desk can view all workspace leads. Team Members work with their assigned leads. If a record is missing, verify the workspace, filters and assignment with your Owner.

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