Leads is your pipeline: every person who raised a hand but hasn't become a booking yet. Enquiries land here on their own from every channel; your job is just to work them.
Find it: Essentials → Leads.
Column 2 — Sources
Filter the pipeline by where the lead came from: All forms, Chat, SMS, Instagram, Walk-in, or ones your team logged at the Counter. Counts on each source show where the volume is coming from this week.
Column 3 — the pipeline
The middle column lists leads by status — new, Contacted, Quoted and onward — with the newest activity on top ("Later" / "Earlier" groups the timeline). Pick a lead to open it: who they are, what they asked for, and the conversation so far.
Move a lead's status as you work it; the change is saved with the Save button.
Column 4 — Lead
The right rail holds the selected person: their details, their source, and standing notes about this person — context that stays with them ("wants weekday evenings", "quoted $450 for the party of ten").
The part that runs itself
You don't close leads by hand:
- When a lead pays for a booking, they move to Won automatically.
- When a lead books a free trial (through a form set up to book one), they move to Booked automatically.
So the pipeline only ever asks you for the human steps — reply, quote, follow up. The bookkeeping happens on its own.
Common jobs
- Work new leads daily — the Dashboard's Waiting on you column surfaces them too.
- When someone rings or walks in with a "maybe", log them as a lead so the follow-up isn't living in your head.
- Watch the Insights page's Lead pipeline chart to see where leads stall — a fat Contacted column and a thin Quoted one means quotes are the bottleneck.