Leads

Capture leads from your website, phone, and forms, then claim, track, and convert them into paying clients without letting any slip away.

Start here

Capture WordPress form leads in WorkZenInstall the WorkZen Connector plugin and every Contact Form 7, WPForms, Elementor, or Gravity Forms submission lands in WorkZen as a lead.2 min read How leads get into WorkZen: every sourceSix ways a potential customer becomes a lead: website widget, online booking, WordPress forms, phone and AI receptionist, manual entry, and CSV import.4 min read How to add the lead widget to your websitePut a floating contact, booking, and WhatsApp button on your website that turns visitors into WorkZen leads, no developer required.3 min read How To Create A Lead Manually in WorkZenGot a new lead from a phone call, a referral, or a napkin in your pocket? Here's how to add it to WorkZen in 30 seconds.Video, 1:06 Leads: From Contact to PaymentLearn how to manage leads effectively in WorkZen - from capture to claim, estimate to invoice, and everything in between.4 min read

Everyday tasks

Convert a Lead Into a Client ManuallyThat lead finally said yes? Here's how to promote them from "maybe" to "actual paying client" in WorkZen, keeping every note, file, and detail intact.Video, 0:47 How To Claim And Manage A Lead in WorkZenThree reps chasing the same lead while three others rot in the queue? Here's how to claim and manage leads in WorkZen.Video, 1:33 How to use tasks and remindersPut internal to-dos and time-based follow-ups on the same scheduler as your visits, with assignees, priorities, linked records, and notifications.2 min read How To Use The Lead Boards in WorkZenDrag leads between columns until they turn into money. Here's how to use Lead Boards (Kanban) in WorkZen to track every deal from first contact to won.Video, 1:01 Use tags to organize clients, leads, and jobsCreate colored tags per record type and label your clients, leads, jobs, invoices, estimates, and visits so anyone can see what matters at a glance.2 min read

Go further

Lead Settings: claiming rules and response timesConfigure how your team accesses new leads and when waiting leads escalate. Set claim rules and escalation timing from Settings > Lead Settings.3 min read

Explore other topics

Getting Started Clients & Properties Jobs & Scheduling Estimates Invoices & Payments Expenses Catalogs & Pricing Team & Permissions Phone & AI Receptionist Messaging Reports Integrations Account & Billing