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Sales leads overview

Use Leads for enquiries that are not a confirmed job yet — a phone call, walk-in, or email asking about a worktop.

When they ask for a quote (or you are ready to price the work), convert the lead into a customer and job. Contact details carry across so you do not re-type them.

Who can do this​

Users with Customers permission. Leads appears next to Customers in the sidebar.

Typical flow​

  1. Someone enquires → add a lead (name, phone, source, salesperson, next follow-up).
  2. Chase callbacks from the leads list (open / needs follow-up / missing dates).
  3. They ask for a quote → Convert → customer + job.
  4. Quote in CounterGo and import the PDF on the job as usual.
  5. When they accept → approve the quote on the job.

Skip the lead only when the work is already confirmed (for example a repeat showroom order with a PO in hand) — create the customer and job directly.

Leads list​

  1. Open Leads from the sidebar.
  2. Use the filter tabs: Open, Needs follow-up, Missing dates, or All.
  3. Click a row to edit, or use Convert / Lost.
  4. Use Add lead (header or page) to create a new enquiry.
Leads list
Screenshot: Leads list with follow-up filters and convert actions. (App route: /dashboard/leads)