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Lead Management

Move a lead through the pipeline

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

Owner/AdminCustomers & LeadsLead Management2 minutesLast reviewed Mar 22, 2026Reviewed 1 days ago
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Before you start

  • The lead is already in Zentive.

What you'll do

You will move the lead to the right stage so your team knows what should happen next.

Do this

  1. 1

    Open the lead

    Find the lead in Lead Management.

  2. 2

    Choose the new stage

    Move the lead to the stage that matches the current status of the job opportunity.

  3. 3

    Save and verify

    Make sure the lead shows up in the correct column or stage view.

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Customers & Leads

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Send your first quote

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Message customers

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Import customers

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Edit customer details

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

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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.

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