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ElromcoMoveBoard

Leads & sales

New leads, follow-ups, quotes and turning calls into booked jobs.

21 guides

  1. Create a new leadTake down a caller's move in four short steps — the price works itself out as you type. 3 min read
  2. The Orders listFind any lead or job — the five workflow stages, the full list with its filters, the columns, and opening an order. 4 min read
  3. Where leads come fromEvery way a new lead reaches your Orders list — website forms, the AI receptionist, lead providers, the customer portal and your office — and how the source is recorded. 3 min read
  4. Lead and order statusesWhat each status means, which ones MoveBoard sets on its own, and which changes need an admin. 4 min read
  5. Assign a lead to a salespersonGive a lead to a salesperson from the order, from the Orders list, or for many orders at once. 2 min read
  6. Who gets each lead (assignment rules)The order MoveBoard follows to give each incoming lead a salesperson, how to set each person's rules, and what the "Not assigned automatically" notice means. 3 min read
  7. Flag ordersPut coloured flags like "Left a Message" or "Wants to Book" on orders — from the order, from the list, or on many at once. 3 min read
  8. Lead scoreHow MoveBoard scores a lead from what the customer does, where to read the score, and how to set the points. 3 min read
  9. Act on several orders at onceTick orders on the list, then change their status, assign them, email or text them, flag them or export them together. 3 min read
  10. Export the orders listDownload the orders you're looking at — with the same filters — as a CSV file for a spreadsheet. 2 min read
  11. In-home and virtual estimatesBook an estimator's visit — at the customer's home or on a video call — move it, call it off, and see who's free on the estimators' schedule. 3 min read
  12. Follow up on leadsKeep every lead moving with tasks and reminders, the Follow Up status, and automatic follow-up messages. 4 min read
  13. AI LeadsSee every lead the AI receptionist and AI chat made, how many conversations turned into orders, and open each one. 2 min read
  14. Lost leads and whyThe five statuses that mean a lead is lost, which to pick, and what Archived and Cancel mean instead. 2 min read
  15. Quotes that expireHow MoveBoard closes quotes that ran out of time — Can Book Online quotes, quiet quotes, and leads whose move day has come — and how to set each rule. 3 min read
  16. Business accountsKeep your corporate clients and affiliates in one place — their contact, their moves, invoices, notes and their portal. 4 min read
  17. Customers online nowSee which customers have their portal open right this minute, and jump straight to their order. 2 min read
  18. Returning customers and their historySee everything a customer has had with you, open their earlier moves, turn them into a company account, and know who gets their new lead. 3 min read
  19. When a customer says "not interested"Let customers tell you from their portal that they're no longer moving — with a reason you can read on the order. 2 min read
  20. Promotions and discountsGive a customer a discount on one order, and show a sale promotion on your quotes. 1 min read
  21. Google click IDs on leadsWhat MoveBoard keeps when a lead comes from a Google ad, and where you can read it. 2 min read

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Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.

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