Lead Management

Effective lead management is critical to increasing conversion rates and ensuring consistent, scalable growth. Within Loopit, we offer a structured lead management process designed to help you manage customer enquiries at every stage of the journey — from initial interest to confirmed booking.

The Lead Lifecycle in Loopit

There are four distinct stages in the lead lifecycle. Each represents a different level of detail and intent provided by the customer.

Stage	Description	Action Required
Lead	Basic contact info only	Follow up to qualify
Quote	Includes booking details and pricing	Follow up to complete
Request	Submitted booking with payment info	Review and approve
Confirmed	Fully approved booking, ready to proceed	Prepare for handover

Understanding the Lead Management Funnel

There are four key stages in the Loopit lead lifecycle. A record can enter the funnel at any of these points, depending on the information provided and how far the customer progresses through the online process.

1

Lead – Initial Enquiry

A Lead is the most basic form of customer interest — typically just contact information without any booking or pricing details. Leads can enter the system in a few ways:

• A customer submits a lead form (e.g. Name, Email, Phone)

• A booking is started and customer details are provided, but abandoned before reaching the booking selection stage

At this stage, no vehicle, pricing, or booking details are available. The record exists to help your team follow up and qualify the customer further.

2

Quote – Enquiry with Pricing

A lead progresses to a Quote when enough information has been provided to generate pricing. This includes both contact details and booking specifics such as duration, vehicle or category, and any other required inputs.

A Quote can be created when:

• A customer completes enough steps during the signup process to trigger pricing

• A team member manually generates a quote within the system

If the payment step is disabled during the online signup flow, Loopit will stop at the Quote stage.

3

Request – Submitted Booking

A Request is an unconfirmed booking that has been submitted but not yet approved or actioned by your team. Requested bookings can be found within the Bookings module.

This occurs when:

• The customer completes the full online booking flow with payment enabled

• The system captures all necessary booking and payment details

The booking is not confirmed until someone from your team reviews and approves it.

If the payment step is active and the customer provides valid payment info, Loopit will create a booking Request.

4

Confirmed– Approved Booking

A Confirmed record is a completed booking that has been manually reviewed and approved. At this point, the customer is ready to take delivery of the vehicle.

Confirmed bookings mark the end of the lead lifecycle and represent a successful conversion.