Add a Lead while discussing potential work. Its contact details stay on the Lead until you start a Project.
1. Add the Lead
- Choose New lead in the header, or open More, Leads and use the new-Lead action.
- Enter What do they want? and Name.
- Add the phone and email details you know.
- Choose How they found you if known.
- Choose Add lead.
The saved Lead opens on its record. Creating it needs a connection; the form is not a confirmed offline submission.
2. Keep the record current
Open the Lead to update its details, log a conversation and set the next step. Use the stage choice deliberately. Recording a call does not move it automatically.
Use the Lead views to find open work, follow-up actions and outcomes.
3. Start the work
Use the Project-start action when you need a Visit, Estimate or Quote. Review the Customer and Project information before creating them. For the full kickoff and team setup, see Leads on the web.
Leads contain text, not photo or file attachments. Keep delivery evidence on the Project once it exists.
If saving fails
Keep the screen open, check the connection and retry. Check the list before adding the same Lead again.