How do leads work?
The Leads board is five columns — Unqualified, New, Qualified, Quoted, Lost — and you never drag a card. Position is derived from reality: what quote exists and where it stands. Your job is quoting; the board keeps score.
Where cards come from
Every card wears its source: the blue Website pill means someone submitted a form on your site (with the form kind — Quote request or Contact — and a preview of their message); the quieter Prospecting pill means it started as a pin on your map. Cards carry the address, driveway surface when known, and how long the lead has been waiting.
Website submissions with no address start in Unqualified
A form submission with an address becomes a property and lands in New. One without an address — a bare contact — sits in Unqualified until you open View customer and attach the property; that promotes it into the pipeline.
The drawer holds everything they told you
Click a card and the Lead drawer shows contact details, editable driveway surface and notes, and Lead submissions — every field the visitor filled in: service type, urgency, how they found you, and their message, verbatim. That’s your call prep, one click deep.
Work the lead from the map
Open on map jumps to the property on prospecting, where quoting lives. The board reacts on its own: a draft quote moves the card to Qualified, sending it moves it to Quoted — and once the customer’s in, the card graduates off the board entirely. Lost catches rejected and expired quotes so follow-ups don’t vanish.
Keep score
The header shows your conversion rate at a glance, and search plus status chips narrow the board when it gets busy in November.
Want more Website cards? Put your quote form on your site — see “How do I put a quote form on my website?”.