Lead details and status

Everything about a lead in one place, and how to move it through your pipeline.

1. 1The lead page

   At the top: Call, WhatsApp, Follow-up and Share 1. The pencil 2 edits the lead.

   The pipeline bar shows how far the lead has come. Tap Update Status 3 to move it.

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2. 2Update the status

   Choose where the lead is now - from New Lead through Site Visit Done 1 and Negotiation to Closed. The Pipeline board moves with it.

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3. 3Requirements, project links and history

   Scroll down for the requirement, Send project link (send a project's details to the client), sales tracking, the next follow-up and the full history of calls and notes.

   Tap Add Note in History to record what was discussed.