Leads & CRM
Lead notes
Document calls, site visits, and follow-ups on leads.
Overview
Document calls, site visits, and follow-ups on leads.
Log every call attempt, voicemail, and gate code discovered on site. Notes carry forward after conversion.
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 photos.