Leads, Campaigns & Intake is the workflow at /leads. ServiceFlow connects leads, campaigns, intake flows, and lead-source integrations so you can capture prospects and follow up inside your CRM workflow. Leads to search, filter, open a record. Update status, assign owner, add notes.
Capture and manage leads in a searchable list with status and assignment. Use Nurture View when the lead-nurturing integration is enabled. Configure marketing campaigns tied to lead sources and messaging rules (as set up in your account). Build intake flows for structured phone/walk-in capture into lead or customer records. Reuse email templates for estimates, invoices, campaigns, and follow-ups. Angi, Google Ads) under Integrations, see dedicated setup guides. Open the external Marketing Portal for full email campaigns when provisioned (see Marketing Portal). Admin access for campaigns, intake, and integrations. For Nurture View: lead-nurturing integration enabled under Settings to Integrations. For Marketing Portal: workspace provisioned by admin. Convert to customer or link to estimate when ready. Confirm Settings to Integrations has lead nurturing enabled. Leads to switch to Nurture View. Track staged follow-up for leads in active sequences. /leads step 4 is Work the leads list.
Overview
ServiceFlow connects leads, campaigns, intake flows, and lead-source integrations so you can capture prospects and follow up inside your CRM workflow. It is a practical hub for field-service sales—not a full replacement for every standalone email marketing platform.
How to access
| Feature | Path |
|---|---|
| Leads list | Leads (/leads) |
| Nurture view | Leads → Nurture View (when enabled) |
| Marketing campaigns | Settings → Marketing Campaigns (/settings/marketing-campaigns) |
| Intake flows | Settings → Intake Flows (/settings/intake-flows) |
| Run intake | Intake (/intake) |
| Email templates | Settings → Email Templates |
| Integrations | Settings → Integrations |
How do you capture and manage leads in a searchable list with status and assignment?
Capture and manage leads in a searchable list with status and assignment.
- Capture and manage leads in a searchable list with status and assignment.
- Use Nurture View when the lead-nurturing integration is enabled.
- Configure marketing campaigns tied to lead sources and messaging rules (as set up in your account).
- Build intake flows for structured phone/walk-in capture into lead or customer records.
- Reuse email templates for estimates, invoices, campaigns, and follow-ups.
- Connect lead sources (e.g. Angi, Google Ads) under Integrations—see dedicated setup guides.
- Open the external Marketing Portal for full email campaigns when provisioned (see Marketing Portal).
Prerequisites
- Leads permissions for sales/office staff.
- Admin access for campaigns, intake, and integrations.
- For Nurture View: lead-nurturing integration enabled under Settings → Integrations.
- For Marketing Portal: workspace provisioned by admin.
Step-by-step
Work the leads list
- Leads → search, filter, open a record.
- Update status, assign owner, add notes.
- Convert to customer or link to estimate when ready.
Use nurture view
- Confirm Settings → Integrations has lead nurturing enabled.
- Leads → switch to Nurture View.
- Track staged follow-up for leads in active sequences.
Configure a marketing campaign
- Settings → Marketing Campaigns.
- Create or edit a campaign.
- Tie to lead sources/triggers per your account rules.
- Save.
Run intake on a call
- Intake (
/intake) or start from a linked menu item. - Select the intake flow configured for that scenario.
- Complete questions—answers land on lead/customer records.
Connect a lead source
- Settings → Integrations → enable Angi or Google Ads (see
/docs/angi-setupand/docs/google-ads-setup). - New leads appear in Leads for assignment.
Current limitations
- Automation depth depends on which integrations your admin enabled—not every drip scenario is native.
- Complex multi-branch nurture logic may still pair with Marketing Portal or external ESP tools.
- SMS campaign blasting at marketing scale is limited compared to dedicated SMS platforms; transactional SMS uses Twilio & Telnyx.
- Campaign analytics are basic compared to HubSpot/Mailchimp-class products.
Roadmap
- Unified campaign performance on the dashboard.
- Tighter SMS nurture sequences in-app.
- One-click convert lead → estimate with intake answers pre-filled.