Leads Dashboard Overview
Click here to watch the Comprehensive Video: goes through each feature in detail
This tutorial explains how to manage and interact with leads using the leads dashboard. You will learn how to navigate the dashboard, communicate with leads, and track interactions efficiently.
1. Log In to Your BarnDealer Website
Log in to your website by going to your website, slash login (e.g. myshedsite.com/login).
Once logged in, Click Leads on the menu and you will be in the Leads Dashboard.
2. Overview Leads Dashboard Features
At a high level overview of the leads dashboard and what you can accomplish. First off, there's your list of leads, all sorted by recent activities, the most recent at the top. Then going down, you can toggle all of these dates here.
3. Compose And Send Lead Emails
Once you're inside a lead, you can email a lead.
Fill out the subject, type in your message.
Compose the body - we recommend having a document with template messages that you can copy/paste and fill in personalized info.
Attach up to 10 image files to the email
Select a follow-up date. We always recommend selecting a follow-up date for all actions you take within your Leads Dashobard.
Attach your pricing brochure if appropriate.
Click send email.
In order to see sent and received emails, click the "Emails" tab.
4. Log Call - Record Call Outcome And Notes
To log a phone call with a customer, just click Call Lead and this modal will pop up. Here you can track what happened on the call so you can be more intentional with the in the future and keep your team informed about the interaction.
Phone number - the phone number gets listed at the top so it makes it easy to dial from your phone.
Call Outcome - choose what happened on the call from the list provided.
Call Notes - take notes about the phone call.
Follow-up Date - Again, we always recommend marking a follow-up date for every lead action you record.
5. Access Activity Tab
Click the Activity tab to view recent interactions and updates related to the lead.
6. Open Phone Calls Section
Click the Phone Calls tab to review all phone call interactions associated with the lead.
7. Archive And Retrieve Leads
You can archive the lead. When you archive, choose the option that best fits why you're archiving the lead.
To access all your archived leads, click Archived Leads, and they will all show there.
8. Where your leads come from
The Origin column shows where each lead came from.
Here you can overview all your leads and their origins. Under the column "Origin" you can see where leads come from. You may be receiving leads from your BarnDealer website, from the "Download Our Current Pricing" form on your homepage, from specific inventory on your inventory page, and from the "Contact Us" form on the "Contact Us" page. You may also receive leads from Old Hickory (oldhickorybuildings.com) from the brochure downloads, "Contact Us" forms, clearance inventory listings, and the 3D builder.
What's Happening
When a dealer logs an action from the list view (without opening the Lead Details), the follow-up date may not update properly. This causes the lead to remain in "overdue" status even though the dealer has already contacted the customer.
Current Workaround
To ensure the follow-up status updates correctly:
Click on the lead's name to open the Lead Details page
Update the follow-up date from within the Lead Details view
The lead will automatically change from "overdue" to showing the actual follow-up date
Important Notes
Simply logging an action from the list view may NOT update the follow-up date, this is part of the known bug
The dealer must open the individual lead details by clicking the name
Once the follow-up date is changed inside the lead details, the overdue status will clear automatically
Our dev team is working on fixing this so actions logged from the list view also update the follow-up date properly
Following up on your leads
A lead is ANY contact information a potential customer gives you, such as an email address or phone number. Often customers send JUST an email or JUST a phone number, or a message that makes no sense (like "N/A") because a field was required. We see this often. It is still a potential lead and worth your attention.
Email: use a prepared template to start the conversation quickly.
Phone number: call as soon as you can. Customers tend to leave a phone number when they're interested in buying soon or want to talk.
Treat every lead with urgency. The longer you wait to reach out, the more likely they lose interest. Consistency is key: regular, dedicated follow-up turns even unassuming leads into customers.
Not every shopper submits a lead. Many research your inventory online and then walk in, so it's worth asking walk-in customers whether they visited your website first.
Email template
Thank you for your interest in our sheds! We appreciate your inquiry and are eager to help you find the perfect shed for your needs.
Feel free to send us your phone number or give us a call at [Your Phone Number] during [business hours]. Alternatively, if you have any questions, you can reply to this email.
We look forward to hearing from you soon!
[Your Name]
[Your Company]
Call script
Hello, my name is [Your Name], and I'm calling from [Business Name]. I wanted to follow up on your recent inquiry about our sheds. Is this a good time for a quick conversation, or would you prefer to schedule a call for later?
Sales tips
Ask questions: the more you understand about what your customer needs, the more they feel heard, and the better you can match them to the right product.
Understand emotions: everyone buys on emotion. Find out what makes your customers feel great and connect your products to it. How does it feel to not have room to park your car in the garage?
Questions? Chat with us or email [email protected].