Create Workspace Sign In
Lead management

Review and manage a lead

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

Search Help Centre

Find another guide without leaving this article.

Last updated 21 Oct 2026

Leads keep incoming requests separate from confirmed customer work until your team is ready to progress them.

Steps

  1. Open Leads and select the lead you need to review.
  2. Check the contact details, request information and any recorded activity.
  3. Set the current lead status and assign the lead when ownership needs to be clear.
  4. Record a follow-up, contact attempt or note so the next person can see what is required.

What happens next

The lead remains visible in the lead workspace until it is progressed, cleared or converted through an available workflow.

Keep the lead actionable

Set a status that reflects the current work, assign an owner where required, and record the next follow-up or contact attempt. Active leads remain in the workflow; won, lost and spam are not treated as active lead states.

See lead statuses, site visits, follow-up and lead conversion.

Was this guide helpful?

Your response is used to improve this documentation.

Convert a lead to a quote

Use the lead workflow to prepare a quote from the information already captured for an enquiry.

Understand lead statuses

Use lead statuses to describe where an enquiry is in qualification, site-visit and quote work.

Plan lead follow-up and contact attempts

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