Leads keeps potential work and the conversation about it in one place. A new Lead holds its own contact details. It does not create a Customer or Project until you start the Project.
1. Add the Lead
- Open Leads and choose New lead.
- Enter the person’s name, contact details and what they want.
- Choose the Lead source if you know it.
- Check any suggested existing Lead before adding another.
- Save, then open the Lead to add further details about the work.
Leads are added by hand. The Lead record is not an email inbox and does not receive website enquiries automatically.
2. Set the next action
Record the next step and when it is due. Use Call sheet to find Leads that need attention. Log calls, messages, emails, meetings or notes after they happen.
Use Lead conversations and next steps for the detail. Logging an activity does not change the Lead’s stage.
3. Update the stage
Choose the stage that reflects the current position. Your Business can rename and order its open stages in Leads settings, Edit lead stages. Won and Lost remain the outcomes; recording a loss asks why.
Sending a Quote or booking a Visit does not move the stage automatically.
4. Start the Project
Use Start a Project when you need an Estimate, Quote or Visit. Review the Customer choice and Project name. An existing Customer match is a suggestion for you to review.
For a won Lead, Won - awaiting kickoff brings together those still needing a start. Kickoff work lets you review the Project, team, first Visit and initial checklist. Use Move to won without project when no Project is needed.
The linked Lead stays available after the Project is created. Starting a Project from an open Lead does not automatically mark it Won.
If saving fails
Keep the current record and use its retry action. Check whether the Project already exists before starting another one.