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Work your lead pipeline

Set up stages, use saved views (Needs Follow-Up, Hot, Stale), drag leads between columns, record next actions, and convert won leads into customers.

Owner/AdminCustomers & Leads4 minutesUpdated Sep 23, 2026Current instructions
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What you'll do

Customers → Lead Management is a board of columns (stages) with a card per lead. The tiles above it count New This Week, Pipeline Value, Stale Leads, Won This Month, and Lost This Month.

Do this

  1. 1

    Set up stages once

    Press Stages to name and color your columns (for example New, Contacted, Estimate Sent, Won, Lost). Every lead sits in exactly one stage.

  2. 2

    Add leads

    Add New Lead opens the form (name, contact, source, requested service, deal size, stage, follow-up date, next action, notes). Import brings in a CSV. Web-form requests arrive on their own.

  3. 3

    Move leads

    Drag a card to another column, or open the card and change the stage. Moving to Won or Lost updates the month's counters.

  4. 4

    Use saved views

    All Leads, Needs Follow-Up (follow-up date reached), Hot Leads, This Week, Stale (No activity 7+ days badge), Won, Lost, Unassigned. The board and table icons switch layouts.

  5. 5

    Record the next move

    Every card should have a follow-up date or next action; the card tells you when it has gone quiet.

  6. 6

    Convert

    Open a won lead and Convert to customer; the contact and address become a customer record and you can quote immediately.

Lead Management

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Keep going

Customers & Leads

Add a lead

Capture a prospect with contact details, source, requested service, deal size, stage, and a follow-up date, from Add New Lead, an import, or your public request form.

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 articleCustomers & Leads

Share your lead form

Put your public request form on yard signs, your website, social bios, and business cards with a link, an embed snippet, or a QR code. Requests land in Lead Management.

Open articleQuotes

Create and send a quote

Build a quote in the seven-section builder, pass the readiness checks, and send it by email, text, or print so the customer can approve and sign online.

Open articleCustomers & Leads

Add a customer

Create one customer by hand from Customers → Add Customer or the setup guide, then use the record's quick actions to book work, quote, invoice, or invite them to the portal.

Open articleCustomers & Leads

Import customers from a spreadsheet, QuickBooks, Jobber, or Housecall Pro

Upload a CSV or Excel export, check the column matches, review duplicates and errors, and import in one pass. Failed rows can be downloaded, fixed, and re-uploaded.

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