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Work in the Lead Focus Workspace

Open a row from CRM → Leads to enter the Lead Focus Workspace. It brings relationship context, the recommended next step and linked commercial work onto one page.

Read the workspace from top to bottom

Section titled “Read the workspace from top to bottom”
  1. Confirm whether the lead is Open, Won or Lost, then check its current pipeline stage.
  2. Review Recommended next step and any upcoming follow-up.
  3. Use quick actions such as Call, WhatsApp, Email, Add note, Record contact or Schedule follow-up when available.
  4. Review recent activity and pipeline movement before contacting the person.
  5. Check enquiry attribution and Related work for a linked customer, consultation, Proposal, Estimate or Project.

Record the next action

Section titled “Record the next action”
Leave a clear relationship history
  1. Choose Add note for internal context, or Record contact for a call, email, WhatsApp or meeting outcome.
  2. Record only what happened; a logged communication does not itself send a message or place a call.
  3. Choose Schedule follow-up when another commitment is required.
  4. Set the due date, channel, owner, priority and useful subject.
  5. Confirm that one accountable owner and one next action remain visible.

Continue into commercial work

Section titled “Continue into commercial work”

Use Book consultation, Create proposal or Create estimate only when the real customer conversation justifies that record. Linked records remain authoritative in their own modules and appear in Related work.

The Commercial action menu also supports Create customer profile, Book consultation, Create draft estimate and Mark as won. The first three keep the lead open; use Mark as won only for confirmed work.

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