Log a lead

The button is at the top right of Projects. The page is headed New project under the line Creates the project and an intake link to send the client, which is the thing worth knowing: the link is made here, not later.

Client name and Client email. The email is where every client link eventually goes, so the form will not submit without it.

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1. 1Client name, required
2. 2Client email, required
3. 3Source. The Impact page counts jobs by this later

Phone, Address, Location, Source, Timeline and Notes are all optional. A lead that arrived as three words in a voicemail is still worth logging.

Source takes one press and is the only thing that later tells you which lead channels are worth paying for. Location is the zone the job is in, and it is what the reactivation list filters on years afterwards.

You land on the job's Overview tab at stage Lead. The card at the top is the one thing you owe this job next, and on a job this new it reads Send the intake link.

Below the tabs there is a stage rail from Lead through to Follow-ups, with a date under each one the job has reached.

Creating the project also minted an intake link for it, good for thirty days. That is why there is nothing else to press before you can send a client something.

If you already stood in the room and have the measurements, you do not have to send it at all. The Specs tab takes them directly, and the estimate prices from whatever is on that card however it got there.