Working the leads pipeline

The leads pipeline tracks every enquiry from first contact to winning (or losing) the work.

Pipeline stages

1. New: fresh lead, not yet contacted.
2. Contacted: you've responded to the enquiry.
3. Qualified: the lead is a good fit and you're preparing a quote.
4. Won: the client said yes. Convert to a Job + Quote.
5. Lost: didn't go ahead. Record the reason for future reference.

Where leads come from

• Lead forms: public enquiry forms on your website.
• Online booking: clients who book an appointment.
• Manual entry: add leads directly from the Leads page.
• Email-to-lead: forward enquiry emails to your TradeFlow inbox.

Converting a lead

When a lead reaches Won, click Convert to Job. This creates a new job linked to the client and optionally generates a quote from the lead details.

Tips

• Add notes to each lead as you progress it through stages.
• Filter by source to see which channels bring in the most work.
• The dashboard shows your lead conversion rate.