Lead Management & CRM

Manage your sales pipeline: track leads, update status, and convert to clients.

Lead Management & CRM

Manage your entire sales pipeline in one place. Track leads from first contact through conversion to client.

Core Concepts

A lead is a prospective customer who may become a paying client. Each lead moves through a pipeline stage:

  1. New: Freshly added, not yet contacted
  2. Contacted: You've reached out
  3. Scheduled: Appointment or estimate scheduled
  4. Quoted: Quote or estimate sent
  5. Sold: Converted to a client and invoice created
  6. Lost: No longer pursuing this lead

Adding a Lead

  1. Go to Leads in the sidebar
  2. Click + New Lead
  3. Enter name, phone, and email
  4. Add optional details: service needed, project size, location
  5. Click Save

Updating Lead Status

  1. Open a lead from the list
  2. Click the status dropdown
  3. Select the new stage
  4. Add notes about why you're moving it (optional)
  5. Save

Tip: Regularly review your leads and update their status. This helps you track progress and identify stalled opportunities.

Searching & Filtering

  • Search by name: Type in the search box
  • Filter by status: Click the status filter buttons
  • View recent activity: See who contacted the lead and when

Converting a Lead to a Client

Once you've won the deal:

  1. Open the lead
  2. Click Convert to Client
  3. Review contact information
  4. Create an invoice or start a quote (optional)
  5. The lead becomes a client and moves to your client list

Common Tasks

Add Notes to a Lead

Click the Notes tab and type your observations. Great for tracking conversations and next steps.

Assign a Lead to a Team Member

Click Assign and select a team member. They'll get a notification.

Set a Follow-Up Reminder

Click Set Reminder to get notified on a specific date to follow up.

Delete a Lead

If you no longer want to pursue, click Delete (you can restore from trash for 30 days).

Best Practices

  • Update status frequently: Keep your pipeline accurate for better forecasting
  • Write detailed notes: Help your team understand the lead and opportunity
  • Use tags: Add custom tags (e.g., "roofing", "urgent") for faster filtering
  • Track source: Note where the lead came from (website, referral, ad, etc.)

Related Help

Last Updated: 2026-07-15
Questions? See our video tutorial or contact support