Appointments
Book appointments against a lead for site surveys or calls. Lead appointments also appear on the customer record and the Work Board.
Notes and Attachments
Add notes and upload attachments to keep everything about the enquiry in one place.
Messages
Email or SMS the lead directly, with every message logged to the lead communication history.
Questionnaires
Send a questionnaire to gather details before you quote, and review the answers on the lead. See "Building Questionnaire Templates" for how to create them.
Activity History
The lead activity timeline records every status change, message, note and appointment so the whole history is clear.