Leads
Stop letting prospective clients fall through the cracks.
Try TidyOps freeThe Reality
A potential customer calls, you jot their name down, things get busy, and you forget to call back. That is lost revenue.
The TidyOps Workflow
Add inquiries to the leads pipeline, assign an employee, set a follow-up date, record notes, and update the lead’s status with a reason. Lead details can show the saved estimate linked to the inquiry.
In Practice
Follow-up Management
Set a next follow-up date, assign an owner, and filter the pipeline by lead status.
Conversion Tracking
Move leads through statuses such as new estimate, estimate viewed, booking started, booked, follow-up needed, and lost.
Intake Organization
Keep messy, incomplete inquiry data separate from your clean active customer database.
Concrete Capabilities
- Stage trackingSimple statuses to organize your sales pipeline.
- Linked estimate reviewOpen a read-only saved-estimate preview when an estimate is linked to the lead.
- Contact loggingKeep notes on what the prospect is looking for.
Frequently Asked
Do leads have their own workspace?
Yes. The Leads Pipeline has a dedicated list, detail view, filters, status controls, assignments, follow-up dates, and notes.
Can I review an estimate connected to a lead?
Yes. When a lead has a linked estimate, staff can open its read-only preview. This does not provide estimate sending or client acceptance from the lead workspace.