Add a lead to the pipeline
Record a new enquiry from an existing client contact so you can track it from first contact to won or lost.
Each lead is one enquiry: a person and a possible project. Leads live on the Pipeline board.
Before you start
- You need permission to edit clients.
- The person must already be a Client contact. Add them first if they aren't.
Steps
- Go to CRM > Pipeline and click Add lead.
- In Add new lead, use Link to Client to search for and pick the client. Their name, email and phone fill in.
- Enter the Title (Project Name), for example "Belgravia Townhouse refurbishment".
- Check Full Name and Phone. Email comes from the client and can't be changed here.
- Choose the Source: Website, Referral, Instagram, LinkedIn, Trade Show, Facebook, Twitter or Other.
- Optional: add an Estimated Value, a Priority and Notes.
- Click Add Lead.
Starting from a contact
On a client's contact page, click Create lead. The Pipeline opens with Add new lead filled in for that client.
What happens next
- The lead appears in New, with you as its Owner.
- Nobody is notified and nothing is sent to the client.
Good to know
- Leads are only added by hand. There is no web form or email capture.
- The owner is always the person who added the lead.
- The Studio totals strip shows all values in pounds.