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Leads, qualification and bookings

Sources and campaigns

Section titled “Sources and campaigns”

A source is where the inquiry came from, such as Google Ads, Facebook or a yard sign. A campaign is a narrower label within it. Each tracking number has one of each, so every call it receives is labeled automatically. Leads added by form or API carry their own source and campaign.

Leads and qualification

Section titled “Leads and qualification”

Every call or form submission is a lead. A new lead is unreviewed. You then mark it:

  • qualified: a real prospect for your business.
  • unqualified: a real person, but not a fit (wrong area, wrong service).
  • spam: robocalls, sales pitches and junk.

Reports count qualified leads separately, so spam does not make a source look better than it is.

Version checks

Section titled “Version checks”

Each lead has a version. An update must send the version it read, and the server rejects it with 409 Conflict if someone else changed the lead in the meantime. This stops two people, or a person and an agent, from silently overwriting each other. The CLI reads the current version for you and keeps existing notes unless you replace them.

Bookings

Section titled “Bookings”

A booking records a job that came from a lead. It has:

  • A reference: your job or invoice number, such as JOB-1042.
  • An amount in US dollars, stored as exact cents.
  • A status: booked or canceled.

Revisions

Section titled “Revisions”

A reference identifies one booking. To change its amount or cancel it, you send the same reference again with the next revision number: 1 for the first record, then 2, 3 and so on. Anything else is rejected, which makes retries safe: sending the same revision twice cannot double-count revenue.

A reference belongs to one lead. Using it on a different lead is rejected.

From the command line, the CLI works out the revision for you:

Terminal window
visiconvert leads outcome 9ec1ff6e --ref JOB-1042 --booked 1250.00
visiconvert leads outcome 9ec1ff6e --ref JOB-1042 --booked 1400.00   # revises it
visiconvert leads outcome 9ec1ff6e --ref JOB-1042 --canceled

Duplicate leads

Section titled “Duplicate leads”

Leads added through the API can carry an external_id, such as a form submission ID. Sending the same lead again with the same ID returns the existing lead instead of creating a second one.

Repeat calls and form fills from the same person can be grouped into one inquiry in the web app, so a customer who calls three times counts once.