Creating and Managing Leads

Creating a Lead

Create a lead from the Leads page, or directly from a customer record. A customer is required on a lead - you can select an existing customer or enter contact details manually, and create a new customer from the lead if needed.

Contact and Property Details

A lead captures the customer, an optional property and contact details. You can select an existing property or add a new one without leaving the lead form.

Owner and Assignment

Assign a lead to a team member so it is clear who is responsible from first enquiry through to won or lost.

Priority, Value and Source

Set a priority and an estimated value to help you focus on the best opportunities, and record a lead source so you know which channels bring in work.

Statuses

Leads move through the statuses New, Contacted, Quoted, Won and Lost. Open and completed views let you focus on live leads or review closed ones.