Work through your sales leads

Keep track of who you've approached, what happened and what to do next.

For office · Feature: Sales

  1. Open Leads (in the Business menu).
  2. Each row shows the Company, their contact details and Why them.
  3. Pick a Status for each lead: New, Contacted, Quoting, Won or Not interested.
  4. Type the Next step (for example "call Tue") and any Notes about what happened.

To see only some leads, choose a status in the Status filter at the top.

Common questions

Can I delete a lead?

No. Set its status to Not interested instead, so everyone can see it was already approached and what happened.

Why can't I change anything on Leads?

Your login is read-only. The page says "Read-only — you can look, not edit." Admins and schedulers can update leads.

Do I need to press Save?

No. Each change saves as soon as you pick a status or click out of the box.