Managing Leads

The Leads page tracks every potential customer from first contact to closed deal. Navigate to Admin > Leads to see your full lead list.

Pipeline Summary Cards

Eight status cards sit at the top of the page. Each card shows the number of leads in that stage:

Click any card to filter the table to that status.

Stale Lead Detection

Leads that go more than seven days without an update get flagged automatically. A warning badge appears on the lead row. This keeps leads from falling through the cracks.

Check for stale leads daily. Either update them with a note or move them to Lost if they are no longer viable.

Pipeline Value

The pipeline value is the sum of estimated dollar amounts for all open leads. It appears near the top of the page and updates in real time as you add or close leads.

Creating a Lead

1. Click the Create Lead button.
2. Select a Lead Source from the dropdown (Google, Referral, Facebook, etc.).
3. Choose the Service Interest (the type of work the customer is asking about).
4. Enter the customer's Phone and/or Email.
5. Type the Address. Google Places autocomplete will help.
6. Add any Notes about the inquiry.
7. Assign a Rep from the dropdown if you want to route this lead to a specific salesperson.
8. Optionally, link the lead to an existing client if they are a returning customer.
9. Click Save.

Lead Table

The table displays all your leads with these columns:

Updating Lead Status

Each lead row has a Status dropdown. Click it and select the new stage. The change saves immediately and updates the pipeline summary cards.

Lost Reason Tracking

When you change a lead's status to Lost, a dialog appears. Select a reason from the dropdown:

• Price too high
• Chose competitor
• No response
• Not ready
• Out of service area
• Other

Add optional notes for context. Click Confirm to save.

Tracking lost reasons helps you spot patterns. If most lost leads cite price, you may need to revisit your pricing strategy.

Search

The search bar at the top of the table works across multiple fields. Search by:

• Lead number
• Address
• City
• Client name

Results filter in real time as you type.

Tips

• Act on new leads fast. Leads contacted within the first hour convert at much higher rates.
• Use stale lead alerts. Do not let leads sit for more than a week without a touchpoint.
• Track lost reasons consistently. The data is only useful if your team fills it in every time.