Leads, quotes and the sales calendar

A lead is someone who has asked about work but is not a client yet. Leads sit on a board with the stages Inquiry, Quoted, Booked, Recurring and Lost. You can drag a lead between Inquiry and Quoted; a lead becomes Booked or Recurring when you book it, which creates the client, property and booking for you. A lost lead needs a reason.

Each company has a public enquiry form that creates leads, and the people who manage leads are alerted. A daily email lists the follow-ups each person has due.

A quote is numbered like QUO-0001, can be sent as a PDF, and has a web page where the client can accept or decline it. Quotes expire. The sales calendar holds site visits and calls linked to leads. All of this needs the ability to manage leads.