Leads
CRM pipeline — track, nurture & convert prospects
—
Total
—
New
—
Contacted
—
Interested
—
Converted
—
Lost
—%
Conv. Rate
Pipeline
● New
● Contacted
● Interested
● Converted
● Lost
All Status
New
Contacted
Interested
Converted
Lost
All Sources
Referral
Walk-in
Social Media
Website
Agent
Other
All Agents
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Lead
Phone
Area
Source
Status
Plan Interest
Assigned
Follow-up
Actions
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Add Lead
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Full Name *
Phone *
Email
Area / Estate
Source
Referral
Walk-in
Social Media
Website
Agent
Other
Status
New
Contacted
Interested
Converted
Lost
Plan Interest
— None —
Assigned Agent
— Unassigned —
Follow-up Date
Expected Close
Notes
Lead Details
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Convert to Client
✕
This will create a new client from
and mark this lead as
Converted
.
Assign Plan
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Installation Date