Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
      • Understanding Loopit's Pricing Structure
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Maintenance Windows
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Bulk Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Lead Management
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
        • Schedule Booking Changes
      • Pausing a Booking
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
        • Uploading Charges in Bulk
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
      • Deleting payment methods
    • Credit Notes
      • Overview
      • Create a credit note
      • Applying credit notes
      • Auto-apply credit notes
      • Refunding credit notes
      • Voiding credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
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On this page
  • The Lead Lifecycle in Loopit
  • Understanding the Lead Management Funnel
  • Lead – Initial Enquiry
  • Quote – Enquiry with Pricing
  • Request – Submitted Booking
  • Confirmed– Approved Booking
  1. Bookings
  2. Lifecycle of a Booking

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.

Last updated 23 days ago