Manage Leads
Leads is an inbox for inbound interest in Mallard Bay. Each row shows the prospect, a cold, warm, or hot quality flag, source, contact details, prior bookings, gross sales, and notes. Move leads through New, Contacted, Quoted, Booked, Lost, and Disqualified. Leads arrive by manual entry, CSV import, Facebook and Instagram, your custom forms, or the AI assistant.
Benefits
• Every inquiry in one inbox with unread status and stage counts
• Sources tracked: Facebook, Instagram, website forms, AI assistant, referrals
• Trip budget, group size, and form answers captured on each lead
• Message a lead with your email or SMS templates without leaving the page
• Turn any form into a lead source with one setting