Managing leads

Go to Leads → New lead. Name is the only required field — email and phone are optional. You can also add leads from your phone's share sheet (see the “Add leads from your phone” article).

Every lead has a chat thread. Send quotes, images, or questions and keep the whole history in one place. Internal notes on a lead stay hidden from the client.

Drag a lead between New → Contacted → Quoted → Won / Lost. Marking a lead as Won prompts you to convert it into a Customer and (optionally) a Project so scheduling and invoicing can begin.