The lead card

Click any lead to open its card, a panel with everything about that person:

• Submission: every answer from their form, exactly as they typed it.
• Edit customer info: below the Submission block, fill in what a form or phone call didn’t capture: name, email, phone (with the same country picker as your website forms), address, and an optional birthday.
• Notes: your running history on this lead. Type a note and click Add (or press Cmd+Enter). The two newest notes show; View all reveals the rest in place. Notes are private to your team.
• Quotes: this lead’s quotes with status badges, plus + New quote. The three newest show here; the rest live in the client’s statement.
• Invoices: same idea for invoices, with + New invoice.
• Agreements: signed contracts live here too, with their services and totals. See Contracts and E-Signatures.
• Schedule: this client’s bookings, with + Add to calendar to book them without leaving the card.
• Service & value: every service in the deal, one line each with its own dollar amount, and + Add another service for when the deal grows (“the deep clean AND the windows”). The first line is what reports count the lead under; the amounts add up into the deal’s total, which feeds your revenue and pipeline numbers.
• Deal history: a 🏆 list of every deal you’ve ever won with this client, each with its service, amount, and win date, with the client’s lifetime value totaled at the top. History is permanent: starting a new deal with a returning customer never changes what past months earned.
• Tags: comma-separated labels for filtering.
• Move to pipeline: reassign the lead; it lands in the first stage of the pipeline you pick.
• Delete lead at the bottom. Deleting is permanent and takes the lead’s notes, quotes, and invoices with it, so the app asks you to type delete to confirm.