Leads
Track new business from first contact to won or lost.
- Introduction to Leads Track each prospect from first contact to won or lost, and find where each action lives.
- Add a Lead Create a lead for a contact by hand, pick its pipeline, and add its first note.
- Move a Lead Through Your Pipeline Move leads between stages, mark them won or lost, convert to jobs, or delete them.
- Customize Pipelines and Stages Add pipelines and stages, reorder and rename them, and choose the default pipeline that new leads go into.
- Automate Lead Stages Move leads and tag customers automatically as quotes are sent and invoices are paid.
- Track Win Rates and Activity See which member closes the most leads and follow the latest wins, losses and reopens.
- Receive Leads from Angi Connect Angi once, and each new Angi lead lands in your pipeline with its contact and details.
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