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Lead Management

Add a new lead

Capture a new lead so the office can follow up, quote it, and move it toward scheduled work.

Owner/AdminCustomers & LeadsLead Management3 minutesLast reviewed Mar 22, 2026Reviewed 1 days ago
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Before you start

  • You have the lead's contact details.

What you'll do

You will add the lead and keep the opportunity from getting lost before the estimate stage.

Do this

  1. 1

    Open Lead Management

    Go to the lead area under Customers & Leads.

  2. 2

    Create the lead

    Add the contact details, job location, and any notes you already have.

  3. 3

    Save and review the stage

    Confirm the lead appears in the correct stage so follow-up is easy.

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Keep going

Customers & Leads

Move a lead through the pipeline

Update the lead stage so your pipeline reflects what is actually happening with the job opportunity.

Open articleQuotes, Invoices & Payments

Send your first quote

Create and send your first estimate so you can move from lead to scheduled work without guessing at the next step.

Open articleCustomers & Leads

Import customers

Bring in your customer list fast so you can start quoting, scheduling, and invoicing without rebuilding everything by hand.

Open articleCustomers & Leads

Message customers

Send customer messages from Zentive so follow-up stays tied to the right contacts and jobs.

Open articleCustomers & Leads

Edit customer details

Clean up contact info, property details, and notes before the wrong person gets the next quote, job, or invoice.

Open articleCustomers & Leads

Convert a lead to a customer

Move a real prospect into an active customer record once the office is ready to quote or schedule the work.

Open article