Guide to Managing & Tracking Leads in Swivl

Capture, track, and convert every lead, all in one place.

In this guide, we’ll show you how Swivl helps you manage your entire lead pipeline effortlessly. From leads generated through your website, AI receptionist, ads, and instant quote requests, to tracking performance and converting them into estimates or jobs, everything is centralized so nothing slips through the cracks.

Whether leads come in automatically or manually, Swivl gives you full visibility and the tools you need to turn more inquiries into paying customers.

What You’ll Learn:
Where your leads come from (website, ads, AI receptionist, instant quotes)
How to track lead sources and performance
Viewing and managing leads in one dashboard
Converting leads into estimates, jobs, or customers
Understanding jobs vs tasks in Swivl
Adding leads manually

Chapters

00:00 Introduction
00:06 How Swivl Captures Leads
00:18 Lead Sources Overview (Website, AI, Ads, Instant Quotes)
00:42 Why Instant Quotes Improve Conversion
00:51 Expanding Lead Pipelines
01:00 Leads Dashboard Overview
01:04 Understanding Lead Source Tiles
01:12 Tracking Lead Performance
01:21 Managing Leads in One Place
01:28 Viewing Lead Details (Customer, Service, Source)
01:38 Accessing Notes, Activity & Media
01:49 Converting Leads into Action
01:52 Convert Lead to Estimate
01:56 Convert Lead to Job
01:59 Create Customer Account
02:01 Understanding Jobs vs Tasks
02:11 Jobs as Central Project Hub
02:18 Tasks as Work Execution
02:26 Adding Leads Manually
02:33 Creating a New Lead
02:43 Saving & Managing New Leads
02:58 Final Thoughts: Building a Scalable Lead Pipeline

Видео Guide to Managing & Tracking Leads in Swivl канала Swivl