Customers & Sales | Workspace
Work leads and the sales pipeline
Capture every opportunity, assign ownership, follow up, and move won work into an estimate or job.
Sign in to your company workspace to use the related controls.
What this section includes
- Capture the lead
- Qualify the opportunity
- Assign and schedule follow-up
- Move the stage
- Convert won work
Start-to-finish instructions
Capture the lead
Add the source, requested service, contact details, location, and a short description of the problem.
Qualify the opportunity
Confirm service area, timing, job fit, and contact permission before spending time on the lead.
Assign and schedule follow-up
Choose an owner, set the next action, and use reminders so no lead is forgotten.
Move the stage
Keep the pipeline accurate as the lead becomes contacted, qualified, quoted, won, or lost.
Convert won work
Create the customer, estimate, booking, or job without retyping the lead details.
Helpful tip: Record why a lead was lost; those reasons improve marketing and pricing decisions.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.