Leads & CRM
Converting leads
Turn a qualified lead into a customer and estimate.
Overview
Turn a qualified lead into a customer and estimate.
Click Convert on a won lead to create the customer and optionally a draft estimate pre-filled from lead notes.
Pipeline view
Leads appear on a kanban board by status — new, contacted, quoted, won, or lost. Drag cards as the conversation moves forward.
When a lead is ready for work, convert them to a customer and estimate in one step so nothing is retyped.
Next step
Continue with Lead notes.