Lead Management

Short: How to track, qualify, and convert leads into clients.

Managing Leads

Location: Leads page

Lead statuses

• New — Just received.
• Contacted — Initial contact made.
• Qualified — Confirmed interest and budget.
• Won — Converted to client.
• Lost — Not a fit.

Process

1. View leads and filter by status.
2. Use the interactive map to visualize leads.
3. Click a lead for details, update status, add notes.
4. Create estimates from lead details.
5. Convert won leads to clients.

Lead Workflow (recommended)

1. New: Lead created (AI receptionist, web form, manual).
2. Contact: Contact within 24 hours, set status to Contacted.
3. Qualify: Confirm need, budget, and timeline. Set status Qualified.
4. Estimate: Build and send estimate.
5. Close: If accepted → convert to client & create job. If declined → mark Lost with reason.

Updated on: 11/01/2026