Leads

A lead is one opportunity in your sales pipeline. Click a lead to open its detail page, where you track its value, log activity, and convert it into a bid or a project when it advances.

A lead's actions (⋯) menu holds Create Bid and Convert to Project — the two ways a lead advances as it's won.

The lead detail page

A lead opens on its Overview tab, with Timeline, Comments, Documents, and Activity tabs alongside. The Overview holds:

• Lead Name and Stage.
• Contact -- the person or company the lead is with.
• Source and Project Type.
• Pipeline Value, Probability (%), and Expected Close Date.

A summary card shows the Weighted Value -- pipeline value multiplied by probability -- alongside related bids and activity.

Log activity

Click Log Activity to record a phone call, email, meeting, or note against the lead. Logged activity appears on the Timeline and feeds the pipeline reports.

Convert a lead

When a lead advances, open the actions (...) menu on its detail page and turn it into a bid or a project:

1. Create a bid. Choose Create Bid to start a bid pre-linked to the lead, carrying its contact and details over.

2. Convert to a project. Choose Convert to Project to create a project from the lead. The lead moves to the Won stage. This cannot be undone.

Note

Role required: Creating a bid requires bid-create access; converting to a project requires lead-edit access. Both are available to Company Admin, Manager, and Member. Field Crew has no access to leads, and Viewer is read-only.

What's next

• Sales pipeline -- move leads through stages.
• Creating a bid -- build the bid a lead becomes.