Managing Leads

The Leads page tracks every potential customer from first contact to closed deal. Open the Manage section in the admin sidebar, then click 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. Search for an existing customer if this is a returning account, or click Create New Customer if they are not in the CRM yet. The inline new-customer option appears only for roles that can manage client records.
3. If you are creating a new customer inline, enter at least the customer's Name. Email and Phone are optional, and CE Pro creates the customer record automatically when you save the lead.
4. Select a Lead Source from the dropdown.
5. Type the Service Address. Google Places autocomplete will help, and you can click a suggestion directly without relying on keyboard navigation. The lead window stays open so you can finish the other fields.
6. If the selected customer already has saved properties, pick the right Saved Property before you continue. When there is only one saved property, CE Pro now auto-selects it for you.
7. Add any Notes about the inquiry.
8. Assign a Rep from the dropdown if you want to route this lead to a specific salesperson.
9. Optionally, add an appointment date, time window, and appointment type.
10. Click Create Lead.

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.

Editing Lead Details

Open any lead to update the record directly from the lead detail page.

• Change the Status without returning to the list view
• Reassign the Assigned Rep to any active owner, manager, or sales rep
• Update the Lead Source from the shared dropdown, or create a new lead source inline
• Fix the service address, city, state, ZIP, and property square footage
• Edit the linked customer's name, email, and phone from the same screen
• Use the Appointment card on the same page to change the scheduled date or time

Click Save Lead Details after changing the editable fields so the updates are written back to the lead.

If the lead is already linked to a client record, CE Pro asks whether you also want to update that linked client. This keeps lead-side property edits separate from the core client record until the office confirms the sync.

The lead detail page also includes a shared Tags card. Saving tags there updates the linked client record so the same labels stay available in lead, estimate, job, and invoice filters.

Create an Estimate from a Lead

Use the New Estimate action on the lead detail page when you want to quote directly from that opportunity.

CE Pro now carries the linked client, assigned rep, lead source, service address, ZIP, and saved property square footage into the residential estimate wizard automatically. If the lead is already tied to a client record, the office should not have to re-enter the customer details just to continue into the quote.

That estimate draft also autosaves while the office works through the wizard, so lead-launched quotes no longer depend on a manual save before the customer and pricing changes stick.

Appointment Notifications

When you schedule or reschedule a lead appointment from the lead detail page, CE Pro now emails the customer automatically if that lead's client record has an email address on file.

• The confirmation includes the appointment date, time window, appointment type, address, and any notes you entered
• If there is no customer email saved on the client, the appointment is still booked, but no confirmation email is sent
• Customers can reply directly to the email and the reply routes back into your org inbox

Deposits and Early Payments

When a lead has an accepted estimate, the lead detail page shows a Deposit & Payments card. Use it to:

• Collect a deposit before the job is created
• Record cash, check, bank transfer, or other offline tender
• Charge a keyed card through Stripe
• Create a Stripe pay link for online payment
• Split an early payment across multiple methods

Example: if a customer wants to pay half by card and half by cash before scheduling, enter the first amount, save it, then add the second payment. The lead and linked estimate stay in sync automatically.

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.

Lead Detail Navigation

The lead detail page includes direct links back to the related customer record.

• The header now includes Back to Client whenever the lead is linked to a standalone client.
• If that client belongs to a grouped company account, the same header also shows Back to Account.
• The customer card still includes View Client and View Account actions deeper on the page.

Deleting Leads

The lead detail page includes a muted Delete Lead action at the bottom of the record.

• Owners and managers can delete any lead in their organization.
• Sales reps can delete only leads assigned to them.
• Crew leads and technicians cannot delete leads.

If the lead already has linked estimates, CE Pro blocks the delete and tells you to remove those estimates first.

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.

The leads toolbar also includes a shared date-range picker. Use it to keep the list on a recent preset or set exact start and end dates when you only want leads created inside a specific follow-up window.

Tags

The leads list now uses a shared Filter by tag dropdown instead of showing every tag as a long row of chips.

• Click Filter by tag to open the searchable tag list
• Select one or more tags to narrow the lead list
• Tags are color coded so the same labels are easy to spot across leads, jobs, estimates, and invoices
• If the tag does not exist yet, type its name in the dropdown and click Create new

The tag filter works off the same client tag labels used across the rest of the CRM.

Tips

• Act on new leads fast. Leads contacted within the first hour convert at much higher rates.
• Pick a saved property when a client has multiple locations. If the client profile already has addresses saved, the lead dialog lets you choose the right property before scheduling the appointment, and a lone saved property now auto-fills itself.
• Use the inline new-customer path for brand-new inquiries when your role can manage clients. You no longer need to leave the lead dialog just to create the customer first.
• 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.