Lead

1. Lead

   Everything about one enquiry: what the person asked, what happened since and who is handling it. The badges show its status and the reply clock.

2. Convert to deal

   When the person is ready to negotiate, turn the lead into a deal. Once it has one, this button opens your deals instead.

3. Their message

   What the person wrote when they contacted you.

4. Activity

   Note calls, emails and visits here. Status changes, assignments and repeat enquiries are added for you.

5. Contact

   Call or email in one tap, and see the linked customer, the car, marketing consent and when they first got a reply.

6. Status and owner

   Move the lead through its statuses and choose who handles it. Marking it as lost asks for the reason.

7. Possible duplicates

   Other leads from the same person. Merge moves one into this lead with its activity, then closes it.