Every job starts as a lead before it starts as a customer. The Leads page tracks that in-between stage: who reached out, how far along they are, and what happens next. Open it from Leads in the main navigation.
The six pipeline stages
A lead moves through six stages as it develops:
- New. Just came in. Nobody has reached out yet.
- Contacted. You’ve made contact and are waiting to hear back or scheduling a look.
- Qualified. The lead is a real fit: budget, timeline, and scope make sense.
- Quoted. A bid or estimate is in front of them.
- Won. They said yes. Convert the lead and the job moves forward.
- Lost. They said no, went with someone else, or went quiet for good.
The Pipeline tab has two views. List shows every lead as rows you can sort by newest, last contacted, or value. Board shows the same leads as cards in columns, one column per stage, and you move a lead forward by dragging its card into the next column.
Try it yourself
- Drag Bethany Alvarez from Qualified to Quoted after the estimate goes out.
- Drag Bethany from Quoted to Won when the customer says yes.
| Stage | Lead | Value | Source |
|---|---|---|---|
| New | Renee Castillo | $3,800 | |
| Walter Kowalski (Kowalski Construction) | $24,500 | Referral | |
| Contacted | Priya Anand | $6,200 | Yelp |
| Grant Pelletier (Pelletier Property Management) | $18,500 | Nextdoor | |
| Qualified | Bethany Alvarez | $8,900 | Website |
| Tom Iverson (Iverson Retail Group) | $21,750 | Social media | |
| Quoted | Marcus Feldman (Feldman Dental Group) | $14,600 | Referral |
| Won | Sylvia Nakamura | $5,100 | |
| Lost | Chris Boudreaux | $4,300 | Yelp |
Add a lead
Click + New Lead from the Leads page. Fill in the contact’s name, company (if any), phone or email, and how they found you, then set an estimated job value if you have one. New leads land in the New stage. You don’t have to add every lead by hand: a submission from your embedded website quote form arrives here on its own, already tagged with its source.
Convert a lead
Once a lead is ready to become real work, open it and click Convert Lead or Respond with Bid.
- Convert Lead creates a customer record from the lead’s contact details. Check the box to also create a project, and optionally a draft bid, in the same step.
- Respond with Bid creates the customer, a project, and a draft bid prefilled from the lead’s details in one move, ready for you to review pricing and send.
Either way, the lead’s history carries over so you can still see where it came from and how long it took to close.
Where source ROI lives
The Leads page has two tabs beyond Pipeline that answer “which marketing is actually working”:
- Sources is where you name your lead sources and enter what you spend on each one per month.
- Performance turns that spend into ROI: leads, wins, and revenue per source over a date range you pick, so you can see which sources are worth the money and which aren’t.