For Sales reps · Office team
Leads & the sales pipeline
Capture enquiries, move them through a kanban pipeline, and convert them into paying customers.
Leads is your sales CRM: a kanban pipeline for tracking enquiries from first contact through to a won customer. It turns on with the Leads module (Configuration → Features) and picks up leads from phone enquiries you type in yourself, or automatically from inbound ad webhooks.
Setting up your pipeline
Before adding leads, set up your pipeline stages (Configuration → Pipelines) and your lead sources (Configuration → Lead sources) — a source (e.g. Google Ads, Referral, Walk-in) is required on every lead, so it's worth listing the ones you actually use.
Adding and working a lead
- 1
Add a lead
Go to Leads → Add lead. Enter contact details, pick a source, and optionally assign a sales rep and a callback date.
- 2
Move it through the pipeline
Drag the lead's card between stages on the kanban board as it progresses (contacted, quoted, negotiating, and so on).
- 3
Log activity
Open the lead to add comments, callback notes, or attach documents — this builds a history anyone on the team can pick up.
- 4
Win it
Mark the lead won, or accept a quote sent from it — either one can automatically convert the lead into a customer (a company record).
Inbound leads from ads
If you run Google Ads lead-form ads (or send leads from another tool via webhook), they land directly in your pipeline instead of needing manual entry — see Integrations & webhooks for setup.
Example: a Google Ads enquiry
From ad click to signed customer
A homeowner fills out a Google Ads lead form for termite treatment. It appears instantly in your "New" pipeline column with the source pre-filled as Google Ads. Your sales rep calls them, moves the card to "Contacted," sends a quote from inside the lead, and once the customer accepts it, the lead auto-converts into a customer and (if you chose to) a scheduled job is created straight from the accepted quote.
Related docs
Customers
Your customer list — the hub for every job, contract, quote, and invoice tied to that account.
Quotes
Send professional quotations, get them accepted, and turn an acceptance straight into a scheduled job.
Re-engagement
Automatically surface customers whose warranty is ending, so follow-up work doesn't fall through the cracks.
Integrations
Bring leads in automatically from Google Ads or your own website forms.