Leads & pipeline

1. 1Go to Leads and click New.
2. 2Enter the contact's name, phone, email, and address — repeat customers are matched by email or phone automatically, so you don't end up with duplicates.
3. 3Set the lead source (referral, website, Google, yard sign, and so on) so you can see what's working later.
4. 4Save — the lead lands in the New Lead stage with a 'Contact within 24h' follow-up task already created for you.

The board runs left to right through the real stages of a job — and it largely keeps itself up to date: sending a proposal moves a deal to Proposal Sent, and a customer accepting moves it to Won, with every automatic move logged.

1. 1Open Leads and switch to Board view (the app remembers whether you prefer the list or the board).
2. 2Drag a card between stages: New Lead → Qualified → Consultation Scheduled → Site Visit Complete → Proposal Sent — a deal can't be dropped on Proposal Sent until a proposal has actually gone out.
3. 3Drop it on Won when you close it, or Lost if it falls through.

Switching from another CRM or a spreadsheet? The import wizard does the heavy lifting.

1. 1Open Leads (or Contacts) and choose Import, then upload your CSV — there's a template if you want a clean starting point.
2. 2Columns are mapped automatically from your headers ('customer', 'cell', 'budget', and dozens of other aliases are recognized) — adjust anything it guessed wrong.
3. 3Run the import. Contact imports skip duplicate people by email and phone; lead imports match repeat customers onto their existing contact instead of duplicating the person — and you get a per-row report of anything that couldn't come across.

Repeat customers, landlords, and property managers often have several job sites. Each contact can hold any number of saved properties separate from their billing address — file a new lead for a repeat customer and you just pick the property from a list. New job-site addresses save themselves as properties automatically.

Any lead that sits in the same stage for more than 7 days gets a stale flag, so deals don't quietly go cold. Log an activity or move it forward to clear the flag.

1. 1Open the lead or contact.
2. 2In the Activity section, choose the type — note, call, email, text, meeting, or site visit.
3. 3Add the details and save. Everything stays on one timeline for that contact, and stage changes are logged automatically.

1. 1Open the lead and add a Task with a due date.
2. 2Assign it to yourself or a teammate.
3. 3Open tasks show up on your Dashboard so the next step is always in front of you.

1. 1Drag the deal to Won to close it — you'll be prompted to spin it up as a project.
2. 2Drag it to Lost to archive it, and note the reason so you can learn from it.