Booking Leads

Track your successful conversions by marking conversations as "booked" in Unibox.

What is Booking

Booking marks a conversation as converted. Use it when:

Lead schedules a call or meeting
Lead makes a purchase
Lead commits to next steps
Any conversion goal is achieved

How to Book a Lead

Open the conversation in Unibox
Click the bookmark icon in the conversation header (it fills in when active)
Conversation is timestamped with booking date

Booked conversations show a filled bookmark icon and display "Booked" as the status in the header. In the conversation list, booked items have a subtle highlight.

Booking Benefits

Performance Tracking

Dashboard shows total booked conversations
Calculate conversion rates
Track booking trends over time

Campaign Attribution

See which campaigns generate bookings
Compare performance across campaigns
Optimize messaging based on results

Organization

Quickly filter to see booked conversations
Follow up with booked leads
Track post-booking communication

Viewing Booked Leads

In Unibox

Filter conversations:

Open Unibox
Apply "Booked" filter
View only booked conversations

In Dashboard

The dashboard shows:

Bookings today
Bookings this week
Bookings this month
Total booked conversations

Unbooking

If you need to remove the booked status:

Open the conversation
Click the bookmark icon again (it unfills)
Status reverts to normal

Booking Workflow

Standard Process

Campaign sends message → Lead receives outreach
Lead replies → Conversation appears in Unibox
You respond → Conversation continues
Lead converts → Mark as booked
Follow up → Continue relationship

After Booking

Consider these post-booking actions:

Add a tag (e.g., "Scheduled - Jan 15")
Pin important bookings
Send confirmation message
Move to your CRM

Conversion Metrics

Calculate your conversion rate:

Conversion Rate = (Booked / Replied) × 100

Track over time to:

Measure campaign effectiveness
Compare message variants
Optimize targeting

Best Practices

Be Consistent

Book immediately when conversion happens
Use same criteria across all conversations
Train team members on booking standards

Add Context

Use tags for booking type
Note the commitment made
Record follow-up dates

Regular Review

Check booked conversations weekly
Ensure follow-through happened
Update status if booking falls through

Integration with Workflow

Bookings can inform your broader sales process:

Export booked leads for CRM import
Use booking data for reporting
Identify high-converting sources