Total Leads
0
Pipeline Value
£0
Active This Week
0
Won This Month
0
The client has been added to the system. You can send them a portal invite from the Clients section when ready.
Portal invite not yet sent
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Confirm Client Details
Please ensure all client details are correct before converting. You can view or edit the lead details first.
Pre-Qualification
Send the pre-qualification questionnaire to assess if this lead is a good fit?
Lead: -
Email: -
Confirm Skip
Are you sure you want to skip the site visit and move directly to estimating?
Site Visit Completed
The lead will move to Estimating stage to prepare an estimate.
Lead: -
Client email: -
Lead Won!
Would you like to convert this lead into a project now?
Lead: -