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
- Someone enquires → add a lead (name, phone, source, salesperson, next follow-up).
- Chase callbacks from the leads list (open / needs follow-up / missing dates).
- They ask for a quote → Convert → customer + job.
- Open Quote Studio from the job (or Quotes → New quote) and send the quote.
- When they accept → approve the quote on the job.
You can still import a CounterGo PDF on the job if you quoted outside CutBench.
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
- Open Leads from the sidebar.
- Use the filter tabs: Open, Needs follow-up, Missing dates, or All.
- Click a row to edit, or use Convert / Lost.
- Use Add lead (header or page) to create a new enquiry.
