Leads Dashboard

Where to find your leads? 

 Leads that have been submitted through the Shrunk Punk tool can be located in the Leads tab on the Heat Punk homepage. 

 

 To see the full details of the lead, click on the lead: 

 

 These details will include  

 

 The system summary  

 EPC or form data 

 Heat loss figures  

 Quick quote 

 Contact options 

 

 

 

 How to follow up on leads? 

 You can email your new leads directly through Heat Punk by clicking the contact button. This will bring up an email template which is fully customisable, with custom colours, and can be set up to come from your company email. 

 

 You can also send a customer a ' quick quote ' using the quick quotation tool . Just navigate to the 'quick quote' tab, select the pump and cylinder you'd like to use and input any missing costs.  

 

 You can then send the quote as an email to the customer. 

 ​ Find out more about emails in Heatpunk here . 

 

 Converting leads to projects on Heat Punk 

 It is quick and easy to convert a lead into a project on Heat Punk by clicking the 3 dots menu and then 'Convert To Project'. 

 

 From here you can complete the remaining tasks, send formal quotes and proposals and also order your kit from Midsummer Wholesale! 

 

 Wondering how to generate more leads through your website? 

 We recommend that you sign up to our free lead generation training session for useful tips on how to generate more traffic to your website and how to maximise results from leads! 

 

 

 ​ Still Need Help? / Want to know more? 

 

 

 Further guides : Take a look at our  Shrunk Punk help guides 

 Live training:   Book onto a live demo session  to see this feature in action 

 

 Contact Support:  If you've got further questions, get in touch with our support team at  help@heatpunk.co.uk  (UK) or  help@heatpunk.ie  (IE).  If you are experiencing a bug, to help us look into your issue faster, please include the email address of your account, the name of the project and screenshots of any unexpected behaviour.