Leads
The enquiry that arrived while you were busy
Someone asks about a service and nobody is free to answer. That enquiry needs somewhere to live, an owner, and a nudge — otherwise it is just a lost sale you never noticed.
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01
Everything in one list
Enquiries land in a place someone is responsible for looking at.
- Contact details captured on arrival
- Your own stages, colour-coded so the list reads at a glance
- Assigned to a specific person, so it is somebody’s job
02
From enquiry to customer
When they say yes, nothing gets typed twice.
- Convert to a customer record in one step
- Conversion date kept, so you can see what is actually working
- History stays attached to the customer afterwards
Walkthrough
Enquiries with an owner and a next step
A lead that nobody owns and nothing is due on is a lost sale you have not noticed yet. This is the list that stops that.
Step 1
List or Kanban, counted at the top
Open, needs follow-up, unassigned and contacted-in-the-last-week are counted before you filter anything — "unassigned" being the number that actually costs money. Each lead carries its source, status, priority, follow-up date and owner, and the tabs across the top split them by where they came from: contact form, waitlist, quote, manual or referral.
Works with
The parts either side of this one
Everything else
The rest of the platform
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