In this article, you'll learn how to work your leads from the Leads page: see where each one stands, move it along, update its details, and close it out as a job or as lost. A lead is a potential job, not a potential customer. The same person can have several leads over time, and each one is tracked on its own. To add one, see How to create leads.
To open your leads:
- In the menu, click Leads.
Reading the Leads page
Across the top you'll see All, then your own lead statuses in the order you set them in Settings. Each one shows how many leads are in it. Click a status to show only those leads, or All to see everything again.
Below the statuses you'll find:
- A Filter results box. Type a name, phone, email, city, address, status or lead number to narrow the list. A full lead number like LEAD-0089 finds that lead even if it's Lost.
- Add New, which opens the New Lead form.
- The table, with the columns ID, Created on, Status, Name, Source, Tags, Location, Type, Phone and Modified.
Click a column heading to sort by it, and click again to flip the order. Drag the edge of a heading to widen or narrow that column. The dropdown above the table shows 25, 50 or 100 leads per page.
Changing a lead's status
You don't have to open a lead to move it along.
- Find the lead in the table.
- Click the Status dropdown on its row.
- Pick the new status. It saves right away.
To call a lead, click the phone number on its row. The call goes out from your business line.
Letting leads move themselves
Some moves happen on their own. A lead created with a date on it goes to Scheduled. When you create an estimate against it, it goes to Estimated. When that estimate is approved, by you or by the customer, it goes to Approved. When you convert it, it becomes Won.
This only works when your status list has a status with that name. If you've renamed or removed one, the lead stays where it is. Leads only move forward this way, and a lead marked Lost or Won never moves by itself.
Working with a single lead
Click any row to open that lead's panel on the right. The top shows its number, name, status and source, then its notes, phone, email, address, type and office comments. Below that:
- Move to stage: click any status to move the lead there.
- Convert to job: turns the lead into a job and opens the new job. The customer, type, source, address, notes, tags, date and crew all come along. The lead keeps its number and shows as Won.
- Edit details: change Notes, Phone, Email, Address, Unit, City, State, ZIP and Comments (office only), then click Save.
- Mark lost: pick why it didn't go ahead, add a note if you like, then click Mark lost again to confirm. The reason is kept on the lead for the Leads report.
Press Escape or click outside the panel to close it. Once a lead has become a job, the panel says "This lead already became a job." and Move to stage, Convert to job and Mark lost go away. Edit details still works.
Managing leads on your phone
The phone app and the CRM in a phone's browser show the same Leads screen.
- Open the menu and tap Leads.
- Use the status tabs at the top to filter, and the Filter results box to search by lead number, name or notes.
Each row shows the lead's number, name, tags and its Status dropdown. Change the status right there. A lead that's already become a job shows Won in green instead. Tap a row to get Convert to job, Move to stage and Mark lost. Tapping Mark lost asks "Why was it lost?" first. Add New opens a short New lead form with Name, Phone, Email and Notes. Pull down to refresh the list.