Leads

Lead Pipeline

What is a lead?

A lead is a customer request that has not become a sold job yet. It usually starts with a phone call, website form, or emergency water issue.

Move customer requests from first call to inspection, proposal, and sold work.

Leads

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Lead List

No active leads match this view. Clear filters or start a new lead from a customer call.

What does Proposal Sent mean?

Proposal Sent means the customer has received the recommended work and price. The next step is usually a friendly follow-up call or text.

Open a lead to call the customer, schedule an inspection, or move it to the next step.

Open a lead for actions

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Morgan Ellis

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