Leads and pipeline
A lead is a possible customer who hasn’t bought yet. Leads can be entered by hand, or arrive automatically from a lead capture form.
The board
Section titled “The board”The Leads board shows every lead in a column for its status. Move a lead to the next column as the conversation progresses.
| Status | Meaning |
|---|---|
| New | Just came in. |
| Contacted | You’ve reached out. |
| Qualified | It’s a real prospect. |
| Estimate requested | They’ve asked for a price. |
| Estimate sent | You’ve sent one. |
| Won | They became a customer. |
| Lost | They went elsewhere or dropped out. |
There is also a list view with search.
Convert a lead to a customer
Section titled “Convert a lead to a customer”Choose convert on a lead to create a customer from its name, email and phone. The lead is marked Won and linked to the new customer. A lead can only be converted once. After converting, add a property for the customer to continue with field service work.
Automate follow-up
Section titled “Automate follow-up”You can enroll a lead in an email sequence from the lead itself.
Tags and custom fields
Section titled “Tags and custom fields”Group leads with tags and record extra information in your own fields. See Customers, tags and custom fields.
Estimates board
Section titled “Estimates board”Estimates have a board too. Find it under Estimates, and see Field service.