Add a lead

Every move starts as a lead: a person who asked for a price.

Add one by hand

Press New lead (top bar, or on the Leads page).

• Paste anything. Paste an email, a text or your notes from a call into the box at the top and press Fill fields. MoveHelm fills in what it can find. Check it before you save.
• Fill in Contact (first and last name, cell phone or email). Only a name and one way to reach them are needed.
• Pick Where the lead came from (Phone call, Yelp, Moving.com...). Reports then show which sources pay off.
• Fill in The move: type of job, move date, arrival window and size.
• Add Origin and destination. Press Measure to get the miles from Google Maps.
• The Instant estimate on the right shows a price range from your rates as you type.
• Pick Status on save (usually New) and save.

Leads that add themselves

Requests from your website quote form and lead emails you forward to your MoveHelm address become leads by themselves, each with a call-back task. Emails MoveHelm isn't sure about wait in Lead inbox for you to accept.

The Leads page

Drag a card to the next stage, or switch to the list or map view. Filter by owner, source, job type, move month or branch, and press Save view to keep a filter you use often.