--- title: How to Utilize AutoOps Lead Management description: "Leads appear on the dashboard and are also emailed to you. On the Leads Page, you can view and manage two types of leads: Partial Booking Leads: Customers who began scheduling but didn’t complete the" --- [Skip to content](https://help.steercrm.com/knowledge/how-to-utilize-autoops-lead-management#main-content) English Show submenu for translations [![Steer\_AutoOps\_Brand\_Marks-all-white](https://help.steercrm.com/hs-fs/hubfs/Steer_AutoOps_Brand_Marks-all-white.png?width=100&height=34&name=Steer_AutoOps_Brand_Marks-all-white.png)](https://help.steercrm.com/knowledge?hsLang=en) - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) Open main navigation Close main navigation - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) - English Show submenu for translations - [Support](mailto:help@steer.io) [Support](mailto:help@steer.io) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.steercrm.com/knowledge?hsLang=en) 2. [Booking](https://help.steercrm.com/knowledge/booking?hsLang=en) 3. [Lead Management & Marketing Tracking](https://help.steercrm.com/knowledge/booking?hsLang=en#lead-management-marketing-tracking) January 28, 2025 # How to Utilize AutoOps Lead Management   ### Maximizing Use of the Leads Page Leads appear on the dashboard and are also emailed to you. On the Leads Page, you can view and manage two types of leads: - **Partial Booking Leads:** Customers who began scheduling but didn’t complete the process after entering their phone number. - **Exit Form Leads:** Customers who exited before entering their phone number but provided basic information through an exit form. ### **Understanding Partial Booking Leads** When a customer begins the appointment scheduling process, but does not complete it, AutoOps creates a lead. This information can be used to follow up with customers to ensure that their appointment needs have been met.  ![](https://help.steercrm.com/hs-fs/hubfs/leads1-png.png?width=688&height=297&name=leads1-png.png) Click on a lead to view its details, including: - The percentage of the booking process completed. - Contact information, vehicle details, and other data provided. - “NA” fields for any steps the customer didn’t reach before exiting. #### **Following Up on Leads** Use the provided contact information to follow up with the customer. - Record follow-up details, such as: - If the customer scheduled through another method (e.g., called the shop). - Save all notes related to the lead for future reference. #### **Filtering Leads** - Narrow down leads based on specific criteria, such as: - Customers who got far in the booking process (e.g., 80% or more). - Leads within the last two days. - Use this feature to focus on high-priority leads or reach out during slow periods. ### **Understanding Exit Form Leads** When a customer exits before entering their phone number, they are prompted with a form to provide: - Their name. - Email address. - A quick comment.  ![](https://help.steercrm.com/hs-fs/hubfs/leads2-png.png?width=688&height=211&name=leads2-png.png)   Use the provided details to reach out and address their concerns or needs. ### **Using the Leads Page Effectively** - Regularly review both lead types to maximize follow-up opportunities. - Focus on high-priority leads (e.g., those who progressed far in scheduling). - Record interactions and outcomes to maintain an organized lead database.             - [Booking](https://help.steercrm.com/knowledge/booking?hsLang=en#main-content) - [Steer x AutoOps](https://help.steercrm.com/knowledge/booking?hsLang=en#steer-x-autoops) - [Lead Management & Marketing Tracking](https://help.steercrm.com/knowledge/booking?hsLang=en#lead-management-marketing-tracking) - [Availability & Capacity Management](https://help.steercrm.com/knowledge/booking?hsLang=en#availability-capacity-management) - [Issue Tree Management](https://help.steercrm.com/knowledge/booking?hsLang=en#issue-tree-management) - 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