Capturing leads from your page

Every live community page includes a Get a Free Quote form. A visitor enters their name and email, optionally a phone number and a message about their project, and clicks Request a Quote. If you have filled in a Service list in the Services section, they can also pick which service they need. They see a confirmation that you will get back to them within one business day.

Every submission shows up in two places. It lands in Requests from your page at the bottom of your Community page, and it also creates a task in your workspace named Follow up: plus the visitor's name, scheduled for the next business day at 9:00 AM and assigned to an admin. The task description holds everything the visitor entered: their name, email, phone, the service they picked, message, and which page the request came from.

The requests list opens on New so you only see what has not been picked up yet. Switch to All for the full history.

1. Open Community and find the request in Requests from your page.
2. Open the ⋯ menu at the end of the row. Reply by email opens a message to the address they gave you; the email under their name is a link too.
3. Use Add as client when the conversation turns into real work. That creates a client record with them as the primary contact and moves the request to Client.
4. Use Send quote to start a quote. If they are not a client yet, this adds them first, then opens the new quote form.
5. Mark a request Contacted or Quoted as you work it, or Archive one you are not pursuing.

The Performance panel at the top of your Community page covers the last 7, 30, or 90 days. Page views counts visits to your public page. Quote requests counts submissions. Visit to request is requests divided by views. Median first response is how long a request typically waits before you pick it up, and N waiting counts requests still sitting in New.

Views are counted by OneTool itself, not by an outside analytics service. A visit is counted once per browsing session, repeated hits from the same address are throttled, known bots and crawlers are filtered out, and visits you make while signed in to your own account are not counted at all, so the figure is a reasonable count of real visitors rather than an exact one. Days on the chart follow your business timezone, so an evening visit shows up on the day it happened for you.

Top sources, beside the chart, shows where those visitors came from. Links and QR codes from the share kit carry a tag, so scans of your printed code count as QR code and links you pasted elsewhere as Shared link. Search engines and social sites are recognized from the page that sent the visitor, any other website counts as Other sites, and someone who typed the address or used a bookmark counts as Direct.

QR & share kit in the page header, and Share on the page card, both open the share kit: a QR code you can download as a PNG for print or an SVG that scales to any size, your page link, and paste-ready wording for a social bio, a post or text message, and an email signature.