Leads

00:00 - Video Overview
00:17 - Create A Lead
00:57 - Lead Forms
01:28 - Sharing A Lead Form
01:38 - How An Incomplete Booking Becomes A Lead
02:00 - Managing Leads
02:18 - Lead Actions
02:45 - Converting A Lead To A Proposal
03:12 - Outro

Stay on top of every potential client with Check Cherry’s Leads feature.
In this video, we’ll walk you through how leads are created—whether it’s from a contact form, manual entry, or someone who starts booking but doesn’t finish.
You’ll learn how to manage, edit, convert leads into proposals, and even automate follow-up emails.
If you want to close more bookings without letting anything slip through the cracks, this is where it starts.