Step 5 of 5
Every lead that comes in is money on the table. The ones you follow up with fast, close. The ones you forget about, go to your competitor. This is where you track every lead from first contact to closed deal — so nothing slips through the cracks.
It's the 🎯 target icon on the far left of the bottom navigation. You'll see a live feed of every lead that comes in — newest first. A green "Live" badge means you're connected to real-time updates.
Name, phone, email, event type, date, message — everything they submitted. Tap Call, Text, or Email to reach out directly. Every tap is timestamped so you can track response time.
Move leads through your pipeline: New → Contacted → Quoted → Booked. When you close, enter the order value so you can see your total revenue and close rate. If they don't convert, mark as Lost — knowing why helps you close the next one.
After you call a lead, tap Log Call to record the outcome. Add private notes. Set a follow-up date. When you close the deal, mark the status as Booked or Sold and enter the order value — this powers your revenue tracking and close rate.
This shows you exactly where leads fall off — so you know if you need more leads, faster follow-up, or a better close.
Go to the Inquiries tab → check for new leads