Log in to your website by going to your website, slash login (e.g. myshedsite.com/login).

Once logged in, Click Leads on the menu and you will be in the Leads Dashboard.

At a high level overview of the leads dashboard and what you can accomplish. First off, there's your list of leads, all sorted by recent activities, the most recent at the top. Then going down, you can toggle all of these dates here.

Once you're inside a lead, you can email a lead.

1. Fill out the subject, type in your message.

2. Compose the body - we recommend having a document with template messages that you can copy/paste and fill in personalized info.

3. Attach up to 10 image files to the email

4. Select a follow-up date. We always recommend selecting a follow-up date for all actions you take within your Leads Dashobard.

5. Attach your pricing brochure if appropriate.

6. Click send email.

In order to see sent and received emails, click the "Emails" tab.

To log a phone call with a customer, just click Call Lead and this modal will pop up. Here you can track what happened on the call so you can be more intentional with the in the future and keep your team informed about the interaction.

1. Phone number - the phone number gets listed at the top so it makes it easy to dial from your phone.

2. Call Outcome - choose what happened on the call from the list provided.

3. Call Notes - take notes about the phone call.

4. Follow-up Date - Again, we always recommend marking a follow-up date for every lead action you record.

You can archive the lead. When you archive, choose the option that best fits why you're archiving the lead.

To access all your archived leads, click Archived Leads, and they will all show there.

If you have any questions about how to optimize your use of the BarnDealer Leads Dashboard reach out to the support team by emailing them at support@barndealer.com or by clicking the Get Support button while logged in to your website.