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Sales CRM · Core workflow

Capture and Organize Contractor Leads

Keep form and checkout leads, complete the customer record and qualify commercial opportunities without losing unfinished purchases.

7 minutes5 stepsVisual + written guide

BEFORE YOU START

  • Connected website intake or manual entry permission
  • Defined service categories
  • Basic qualification criteria

WHAT THIS IMPROVES

  • Lead retained before payment
  • Complete contact and site data
  • Faster qualification
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WRITTEN WALKTHROUGH

Complete the workflow step by step.

01

Review newly captured leads

Open the Captured Leads queue and identify submissions from project forms, software trials, proposal requests or abandoned payment paths.

Why this mattersThe contact is retained even when the visitor does not complete checkout.
SALES CRM
AccountCompany profileSave customer record
TOOL SHOWNCustomer & projectSave customer record
PropertiesLabelQuantityNotesStatus
Customer & projectThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
02

Complete the customer record

Verify name, email, phone, physical service address, company, project type and the original intake answers.

Why this mattersClickable communication and map actions depend on usable contact data.
SALES CRM
AccountCompany profileSave customer record
TOOL SHOWNCustomer & projectSave customer record
PropertiesLabelQuantityNotesStatus
Customer & projectThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
03

Set qualification and scope

Record facility type, device count, budget, timeline, floor plans and the service being considered.

Why this mattersStructured project context helps prioritize real commercial work over low-fit inquiries.
SALES CRM
AccountCompany profileSave scope
TOOL SHOWNScope & timelineSave scope
PropertiesLabelQuantityNotesStatus
Scope & timelineThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
04

Assign ownership

Give the lead to the appropriate salesperson or administrator and confirm the assignee can see only the necessary record.

Why this mattersAssigned leads appear in the user’s queue without exposing the entire customer database.
SALES CRM
AccountCompany profileSave permissions
TOOL SHOWNTeam accessSave permissions
PropertiesLabelQuantityNotesStatus
Team accessThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
05

Create the first follow-up

Schedule the next call or email with a due date, time and purpose.

Why this mattersThe lead leaves the unworked queue only when a responsible next action exists.
SALES CRM
AccountCompany profileSchedule follow-up
TOOL SHOWNFollow-up actionSchedule follow-up
PropertiesLabelQuantityNotesStatus
Follow-up actionThe pointer identifies the exact control used in this step; the explanation stays outside the working area.

COMPLETION CHECK

Confirm the result before moving on.

  • Original intake data is preserved
  • Phone, email and address are actionable
  • Qualification notes are complete
  • Lead has an owner and next action

NEXT TUTORIAL

Assign Leads and Control Employee Permissions

Create controlled employee dashboards, assign customer records and revoke access when work is sold, transferred or completed.

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