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Customers

Leads: from the first message to joining

A board of people interested but not clients yet, from New to Contacted, Trial booked, Trial done, Joined or Lost, with the trial to joined rate.

Zack Lam
Authored by Zack LamFounder, doTask
A tutor working on a laptop
Customers
Read it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.

Customers → Leads shows everyone interested but not a client yet: contacts tagged Lead, contacts whose customer stage is lead, people you add with Add a lead, and friends who left their details through a client’s Refer a friend link. Each starts in New.

  1. Drag a card to another column, or press the next stage on it, or choose Move.
  2. Lost asks why, in a few words; the reason stays on the card and the timeline.
  3. Joined asks whether to start a membership: choose a plan and it starts today, billed by invoice, exactly as Start membership on their page does (owners, admins and people with Sales figures). Or just mark them joined. Joining sets the day they became a client.

Table switches to the same leads as a table with Message and Book; it is how the board shows on a phone. Trial to joined is the share of leads who reached a trial (booked or done) and then joined. Joined and lost leads leave the board after 90 days.

See also:All documentationFAQ