Leads and Bookings
Lead Management / Zoho Leads
A lead is someone who has shown interest but hasn't become a customer yet — they called to ask about bridal packages, or walked in to check prices. Keeping track of leads, and following up, turns more of them into customers.
🔑 Which one you'll see: if your account is connected to Zoho CRM, the menu shows Zoho Leads. Otherwise it shows Lead Management.
Lead Management
📺 Watch: Lead Management
How to open it: Customers › Lead Management
To add a lead, click New and fill in:
| Field | What to enter |
|---|---|
| Store | The store they contacted |
| First Name / Last Name / Mobile | Who they are |
| Referral | Who referred them, if anyone |
| Service Interested | What they asked about |
| Price Quoted | The price you gave them |
| Remarks | Anything worth remembering |
| Follow Up Date | When to get back to them |
The list shows all your leads with the date they were created.
💡 Filter Follow Up Date to today every morning — it becomes your call list for the day.
Zoho Leads
How to open it: Customers › Zoho Leads
Your leads from Zoho CRM, shown right inside Invoay: the CRM ID, name, phone, email, date created, date modified, and whether the lead has converted into a customer. Leads are refreshed automatically every day at 11:00 PM IST.
If you see "Configuration not done", contact Invoay Support to connect your Zoho CRM account.
Booking
How to open it: Customers › Booking
Book a service for a customer on a future date, at an agreed price — for example a wedding-day package booked months ahead.
Making a booking
Click New and fill in:
| Field | What to enter |
|---|---|
| Store | Where the service will happen |
| Select employee | Who will do it |
| Select customer | Who it's for |
| Select service | What they're booking |
| Date Of Booking | The date of the service |
| Deal Amount | The price you agreed |
| Reminder In Days | How many days before to be reminded |
| Remarks | Any details — timing, special requests |
Click Submit.
The booking list
Store Booking Details lists all bookings. You can change the Deal Amount, Reminder In Days and Remarks directly in the list and click Save changes.