Work a lead from its drawer

Everything about a lead is in its drawer: its details, the follow-ups you’ve planned, the quotes you’ve sent and every stage it’s been through. You can work the lead without leaving the board.

Who can do this

Owners, and Staff whose Team has Open Pipeline can open a lead. Changing it needs Create/edit own leads (leads you created) or Edit others’ leads. Logging follow-ups needs Create/edit own activities.

1. Open the lead — Go to Pipeline and press the card. With the keyboard, Tab to the card and press Enter. You can also choose Open from the card’s ⋯ menu.
2. Change the details — Under the title you see who created the lead. Change the Title, Contact, Stage, Estimated value, Currency, Owner, Expected close or Source.
3. Save — Press Save changes. The card updates.

Press the contact’s name to open the contact’s page.

Change the owner

In Owner, choose any active member, or Unassigned. The lead’s creator doesn’t change, so the creator keeps the right to edit it.

For a lost lead

When the lead is in a Lost stage, the drawer shows Why was it lost? with the reasons and a Note (optional). Add or change the reason here, then press Save changes.

Follow-ups

The Follow-ups section lists the lead’s activities, open ones first, by their follow-up date.

• Press Log activity to record a call, meeting, note or task you’ve had.
• Press Add follow-up to plan the next step with a date.
• Tick an activity’s box to mark it done.

It works as on a contact’s page. See Log an activity or follow-up. The card shows the lead’s next open follow-up.

Quotes

The Quotes section lists the quotes linked to this lead, with their number (or “Draft v…”), status and total. Press one to open it. Press Create quote to start a new quote for the lead’s contact; it’s linked to this lead. With none yet, you see “No quotes for this lead yet.”

History

The History section lists when the lead was created and each time it moved stage, with who did it and when, newest first. Leads added before history was recorded show only what’s happened since.

Tip

Follow-ups, quotes and history appear once a new lead has been saved. Until then the drawer says “You can add follow-ups once it’s saved.”