Work the lead pipeline

Leads are everything before there is a job. An enquiry from your booking page, someone who ran the instant estimator, a phone call you typed in — they all land here, and the pipeline is how you stop them going quiet.

The Leads page has a board and a list view, a search, and three figures: how many leads, Pipeline value, and Unassigned — the last being the one to watch, because an unowned lead is a lead nobody is chasing.

The stages

A new workspace starts with six:

Stage	Meaning
New lead	Just arrived, nobody has spoken to them
Contacted	You have reached out
Appointment set	Something is on the calendar
Proposal sent	Priced and waiting on an answer
Sold	Won
Lost	Not happening

Sold and Lost are not just the last two columns — they are flagged as won and lost, which is what lets the pipeline value ignore them. Edit the stages under Stages to match how you actually sell; if you add your own, mark whichever one means won.

Moving a lead

Two ways, and both do the same thing:

• Drag the card across the board. Drag toward the edge and the board scrolls sideways on its own, so a lead can go from New lead to Proposal sent without letting go.
• Open the lead and change the Stage in the dropdown. Faster when you are already reading their notes, and the only option on a phone.

What is on a lead

Name, phone, email, address, stage, source, service interest, estimated value, owner, and notes.

Source matters more than it looks — it is how you find out which marketing actually works. It is set for you when a lead arrives from your booking page or the instant estimator, and you pick it by hand otherwise: Website, Referral, Google, Facebook, Phone call, Yard sign, or Manual.

Owner is who is chasing it. Leaving it blank is what feeds the Unassigned count.

Caution

“Start new-lead automations” is a checkbox on the lead form, and it is ticked by default. Leave it on for a genuinely new enquiry. Turn it off when you are logging someone you have already spoken to, or they get a “thanks for getting in touch” text about a conversation you had last week.

Turning a lead into a customer

Convert to customer on the lead creates the customer record, and the button then reads View customer. From there the work becomes a job and follows the job lifecycle.

A lead that came in through online booking already has an address and a service in it, so converting is usually the only step.

Tags — and how to actually apply one

Tags are how you segment people, and two other parts of the app lean on them: an automation with a tag filter takes precedence over the generic one, and a campaign can target a tag.

You apply them from the Leads or Customers list, not from inside a record. Tick the rows you want, and a bar appears at the bottom with your tags. Add a tag to every selected row in one go, or remove one the same way. Type a new tag name there and it is created.

That is the answer to “how do I tag someone before an automation runs” — select them on the list and tag them there.

Note

Tag before the trigger fires, not after. A tag arriving mid-sequence redirects the rest of a follow-up, but any message already sent has gone. If the difference between two segments matters from the first message, the tag has to be on before you send the estimate.

Tags are shared between leads and customers, so a tag you apply to a lead survives them becoming a customer.

A pipeline that stays honest

• Unassigned at zero, or you know which leads you are deliberately ignoring
• Every lead carrying a source, so your marketing numbers mean something
• Lost leads actually marked Lost, so the pipeline value is not fiction
• Tags applied when the lead arrives, not when you remember