Modules

Contacts & Leads

Where the CRM guide covers building lists, this one focuses on capture — turning bookings and form submissions into organised, deduped, source-tagged contacts with nothing dropped on the way in.

Lead sources

Three sources feed a contact list, and every contact records which one it came from.

Booking forms

Every confirmed booking (online or manual) can sync into a list.

Custom forms

Every mapped submission becomes a contact.

Manual entry

Add contacts by hand whenever you need to.

Connecting a source

  1. 1Link a booking form or custom form to a contact list.
  2. 2Map each field to a contact column, adding columns on the fly for anything that doesn't fit.
  3. 3Every submission then lands as a contact, deduped by email and tagged with its source, the instant it arrives.

Deduplication

Deduplication is by email address. A submission whose email already exists in the target list updates that contact rather than creating a second copy — so your list stays clean without any manual merging.

Nothing dropped

Full field mapping means the whole submission is saved, not just the name and email. Bookings map their custom questions; custom forms map every field. Where a list has no matching column, you create one during mapping.

Following up

Once a lead is in, work it in the same place as your bookings and forms — move it through the pipeline, add notes and custom fields, and compare lead volume by source on the CRM dashboard to see which channels convert.

Related guides

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