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How to Export Leads

March 1, 2022July 28, 2019 by James Port

With Local Service Hero, you can get and manage leads, but you do that internally in the platform. However, what if you want to download your leads to a CSV file to create external databases or move your leads to another Local Service Hero account? Here’s how you can export your leads to a CSV … Read more

Categories Tutorials Tags export, leads

How to Send an Estimate to a Client or Lead

March 1, 2022July 28, 2019 by James Port

Local Service Hero allows you to send estimates to clients or leads. This is really useful because you can easily create the estimates and send them to your clients or leads without having to use several apps; you can do it all from Local Service Hero. Let’s see how to create and send an estimate, … Read more

Categories Tutorials Tags clients, estimates, leads, send estimate

How do I See the Leads Generated Through my Forms? (Manage my Form Submissions)

January 25, 2022July 27, 2019 by James Port

Local Service Hero allows you to create different forms to attract leads and potential customers to your business. This is great. But what if you want to know where your leads come from, i.e. which form they used to provide you with the information and become leads? In this post, we show you how to … Read more

Categories Tutorials Tags crm, leads

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