Qualify, clear or convert a lead

Choose the supported next step for an enquiry after reviewing its customer, scope and outcome.

Last updated 21 Oct 2026

Lead actions should reflect the outcome of qualification, not just the need to tidy the lead list.

Choose the next step

Continue with follow-up or a site visit while the enquiry needs work.
Use the available quote or conversion path when the customer and scope are ready for pricing.
Set Won, Lost or Spam only when that outcome is known.
Use a clear action only where it is available and after reviewing its effect on the lead workflow.

See lead statuses, site visits and converting a lead to a quote.

Convert when the commercial detail is ready

Before creating a quote, check the customer identity, property, requested scope and any visit notes. The quote remains a draft proposal until it is reviewed and sent through its own workflow.

Use clear with care

Use a clear action only when the lead workflow offers it and the effect is understood. Keep a meaningful status and note for enquiries that need to remain in history rather than removing their context.

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Plan lead follow-up and contact attempts

Record lead ownership, contact attempts and the next follow-up so an enquiry does not lose context.

Schedule and record a lead site visit

Use the lead visit workflow to capture an inspection or site visit before preparing a quote.

Review and manage a lead

Review an incoming request, record the next action, and keep its lead status and ownership current.