Leads & CRM
Lead statuses
Track where each lead sits in your sales pipeline.
Overview
Track where each lead sits in your sales pipeline.
Typical flow: New → Contacted → Site visit → Quoted → Won/Lost. Customize labels in settings if your sales process differs.
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 Moving leads.