Manage leads

Leads are organized into Needs Follow Up, New Leads, Ready to Book, Waiting on Estimate, In Progress, and Lost. Summary cards show the most actionable groups, and Lost begins collapsed.

Within a group, older untouched leads appear first. Needs Follow Up takes priority for active leads whose next follow-up has passed or whose last touch is stale.

Search filters the queue. Add lead captures the prospect’s contact details, a configured or custom service, address, assigned team member, and Low, Medium, or High priority. Service categories narrow the available service choices.

Open a lead to review contact details, source, service request, address, call intelligence, appointment state, notes, and the activity timeline. You can change the assignee, add a note, view an existing appointment, or begin scheduling when no appointment exists.

Stage history records creation, calls, notes, estimates, stage changes, conversion, and assignment changes.

Convert creates or connects the customer relationship while preserving the lead’s history. Mark Lost requires a reason, such as choosing another company or being outside the service area.

1. 1Start with Needs Follow Up, then New Leads.
2. 2Review the lead detail and call context before contacting the prospect.
3. 3Schedule work when the customer is ready, or progress the stage accurately.
4. 4Use Convert after the relationship becomes a client; use Mark Lost only with a meaningful reason.