The LEADS tab for salespeople and door knockers — where leads come from, the lead detail screen, and the CONVERT wizard.
The LEADS tab is the working list of prospects for the two field-sales roles. Door knockers and salespeople both carry it in their tab set, and it collects the people your team has met who are not customers yet.
§Where leads come from
Leads are captured in the field, from the KNOCKER map:
- ◆The
LOG KNOCKFAB records a door answered — name, address, and interest, with GPS auto-filling the address. - ◆A long-press anywhere on the map drops a lead pin directly.
Captured leads appear as yellow pins on the map's LEADS layer and as rows in the LEADS list, so the same prospect is visible both geographically and as a record to work.
§Working a lead
Tapping a lead row opens its detail screen. Across the top sit four quick actions — CALL, EMAIL, DIRECTIONS, and CONVERT — over the lead's contact info, source, priority, and notes. Below, a follow-up activity timeline keeps the history of every touch, and an inline add-note form appends to it without leaving the screen.
§Converting a lead to a customer
When a prospect says yes, CONVERT turns the lead into a customer in one pass — and can stage the first work at the same time.
- 01Open the lead and tap
CONVERT. - 02Review the new-customer details — the wizard prefills them from the lead, so there is nothing to retype.
- 03Optionally add a first estimate: project name, amount, and notes.
- 04Optionally add a work order: trade, scope, and scheduled date.
- 05Submit once. The customer — plus the estimate and work order if you added them — is created together, and the lead is linked to the new customer record.
§Who sees the list
The tab appears for the door knocker tab set (KNOCKER · CUSTOMERS · STATS · LEADS · ASSISTANT) and the salesperson tab set (CUSTOMERS · CALENDAR · LEADS · COMMISSIONS · ASSISTANT). A salesperson also gets CALENDAR for appointments and COMMISSIONS for personal earnings, so the selling loop — lead, appointment, payday — lives in adjacent tabs.
§Admin configuration
Admins shape lead handling from the Lead Management entry in the company settings hub, under the SALES category.
§Related
- ◆See "Door knocker mode" in this category for the map, layers, and knock logging.
- ◆See "Triage priorities" in the CUSTOMERS + TRIAGE category for the priority colors that drive customer pins.
- ◆See "My commissions" in the COMMISSIONS category for the salesperson earnings view.