Lead creation and Lead Profile

  • To add a new lead for an existing client, navigate to the client’s profile and click on Add NewLead.

Add new - Lead

In the pop-up window, you can enter lead details, select initial services, products, or bundles, assign an estimator, schedule an appointment, upload files, and more

Add lead details

Once the new lead is saved, it will be added to the client’s profile and will be ready for estimation.

To learn how Schedule Appointment works, click here.

Newly created leads will appear under the Projects → In Progress tab. The project flow is designed to help you easily track each stage, assign a contact to the job, and update the status of each step—all from a single, centralized page

Projects - In progress

1. To change the lead status, click the drop-down menu and select the appropriate status.

Change lead status

2. To assign an estimator, click on the estimator’s name and choose the desired employee from the list.

Assing estimator

3. To assign a project contact, click on the client’s name and select the appropriate contact from the list.

4. To access additional options, click the three-dot menu to open the pop-up menu.

Choose a pop-up menu

The following options will appear:

  • Open the lead’s profile

  • Create a new task for the lead

  • Generate an estimate

  • Delete the lead

Please note that it’s possible to change the assigned contact and estimator for the project at any stage of the job.

Lead Profile

On the lead profile page, you can add new information or edit any existing details related to the lead.

Lead profile

1. Update the lead’s status

2. Set the lead’s priority level

3. Select a reference source for the lead

4. Postpone the lead to a specific date

5. Edit the project address

6. Assign an estimator to the lead

7. Modify applicable taxes

Adding/editing/removing tax rates is configured in the Prices Management section of Company Management.

Tax field

8. Schedule an appointment

9. Notify the estimator about a call request from the client

10. Add relevant tags

11. Add or remove services, products, or bundles

12. Return to the client’s profile

13. View project address – The lead represents the first stage of a project. For more details, please refer to the Client Profile and Editing section.