Leads

A

Sales Intake

Leads

Track website inquiries, manual opportunities, assignment, prioritization, follow-up, and conversion links into clients.

Total Leads

4

4 shown now.

New Leads

1

Fresh intake.

Discovery

1

Scheduled conversations.

Proposal Needed

1

Scope or quote next.

Converted

1

Linked to clients.

Urgent

0

Priority follow-up.

Lead changes save locally and can be pushed from Settings.

Sales intake

Add Lead

Converted leads can be linked to an existing client. Future conversion can create a client, project, and first task from this record.

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Filters

8 projects, 12 tasks, and 12 documents are available for future conversion flows.7 clients can be linked when a lead converts.

4 matching records

Lead Pipeline

S&T Construccion

S&T Client Contact

ConvertedHigh

Web Development

Referral lead for a construction company website and business systems setup.

Email: st.contact@example.comPhone: PendingSource: ReferralAssigned: Leo MelazaClient: S&T ConstrucciónFollow-up: 2026-06-06Created: 2026-05-29Updated: 2026-06-05

Converted into the S&T active client record and website project.

Bike Sandwich Business

Mobile Sandwich Owner

Discovery ScheduledHigh

Business Process Consulting

Needs help organizing routes, prep quantities, sales tracking, and event booking.

Email: bike.sandwich@example.comPhone: PendingSource: Melaza public websiteAssigned: Leo MelazaClient: Sample Food TruckFollow-up: 2026-06-09Created: 2026-06-03Updated: 2026-06-05

Good candidate for prepared inventory and sales run workflows.

Sample Restaurant

Restaurant Manager

NewMedium

Web Development & Digital Solutions

Interested in a simple website, menu updates, and better contact flow.

Email: restaurant.manager@example.comPhone: PendingSource: Social mediaAssigned: Content ReviewerClient: Sample RestaurantFollow-up: 2026-06-10Created: 2026-06-04Updated: 2026-06-04

Confirm menu, location, and preferred call-to-action.

Sample Security Company

Security Operations Lead

Proposal NeededHigh

SecureStart

Needs a proposal for baseline security readiness and operations documentation.

Email: security.ops@example.comPhone: PendingSource: Manual entryAssigned: Leo MelazaClient: Sample Security CompanyFollow-up: 2026-06-08Created: 2026-06-05Updated: 2026-06-05

Prepare SecureStart scope and pricing options.