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How to Create New Leads Manually

June 28, 2022June 25, 2022 by James Port
how to create new leads in local service hero

In this guide, we’ll show you how to create new leads in Local Service Hero. This is very useful if your marketing department is looking for leads in person and you want them to add leads manually when they get the necessary information from your leads. For example, if you have a lawn mowing business … Read more

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How to Search for Leads by Date

June 28, 2022June 25, 2022 by James Port
search for leads by date in local service hero

Let’s search for leads by date in Local Service Hero. This will allow you to know when the leads were added to your Local Service Hero account. First, you need to log in to your Local Service Hero account, and open the “Leads” page by going to CRM > Leads > View All. You’ll see all your … Read more

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How to View Your Leads on a Map

June 28, 2022June 24, 2022 by James Port
view leads on a map in local service hero

Let’s learn how to view leads on a map in Local Service Hero. You can easily geolocate your clients and leads by viewing them on an intuitive map. First, log in to your Local Service Hero account and go to the Leads page at CRM > Leads > View All. You’ll see all your leads displayed on the … Read more

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How to Search for Leads who Viewed an Email

June 28, 2022June 22, 2022 by James Port
how to search for leads who viewed an email in local service hero

Let’s learn how to search for leads who viewed an email in Local Service Hero. When we add new leads on Local Service Hero, a email is sent to our new leads, and we can know whether the person viewed or not the email. First, you need to log in to your Local Service Hero account … Read more

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How to Export Leads

June 28, 2022July 28, 2019 by James Port
export leads in local service hero

Let’s learn how to export leads in Local Service Hero. 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? … Read more

Categories Tutorials Tags export, leads

How to Send an Estimate to a Client or Lead

June 28, 2022July 28, 2019 by James Port
send estimate local service hero

Let’s see how to send estimates in Local Service Hero. 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. … Read more

Categories Tutorials Tags clients, estimates, leads, send estimate

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

June 28, 2022July 27, 2019 by James Port
see leads generated through forms in local service hero

Learn how to see leads generated through forms in Local Service Hero. You can manage form submissions with these steps. 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 … Read more

Categories Tutorials Tags crm, leads

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