Leads
Log every enquiry and tender, move it through your funnel, record calls and site visits, and convert the prospect to a client when it is time to quote.
A lead is an enquiry before it has a price — a walk-in villa, a builder's repeat order, a government tender. The Leads page shows the whole funnel at a glance; each lead keeps its own history.
📷 Screenshot spot — the Leads page in Board view, with the KPI strip and cards spread across the open stages
Save as static/img/screenshots/precon-leads.png and replace this box with 
Log a new lead
- Open Leads from the sidebar and click New lead.
- Choose New prospect (someone who is not yet a client) or Existing client.
- For a prospect, fill in Company / family, Contact person, Phone and Email. For an existing client, pick them under Client.
- Give it a Title — for example "G+2 villa at Whitefield".
- Add what you know: Source, Project type, Site city, Site state code (the two-digit GST code, such as 29), Estimated value (₹), Built-up area (sqft), Expected close, Tender reference, Bid due date and Notes.
- Click Create lead. The lead opens, numbered like
LD/26-27/0001, in the New stage, and you are its owner.
You must name who the enquiry is from — a client, a company or a contact person.
Work the funnel
The page opens on the Board: one column per open stage, each card showing the number, title, who it is from, city, value and probability. Switch to Table to search and sort. Use Search (title, number, company, contact, city) and Status to filter; Open (all stages) is the default and Everything includes closed leads.
To move a lead, open it and use the Status panel: pick a stage under Move to and click Apply. Open stages move freely in either direction — enquiries go quiet and come back.
| Move | What it needs |
|---|---|
| To Lost or Dropped | A Reason — it is shown on the lead as "Lost / dropped because" |
| To Won by hand | Company Admin only, with a reason saying what was won and how |
| Reopening a closed lead | It goes back to New, with a reason |
| Reopening a lead won by an award | Not possible — the award stands |
Closing sets the probability to 100% (won) or 0% (lost, dropped). Reopening sets it back to 10%.
Let the bid move the lead for you
You rarely move a lead by hand once pricing starts. Link the lead to the quotation and the stages follow:
| When this happens | The lead |
|---|---|
| A quotation is created for the lead | Moves to Estimating (if it was earlier) and logs "Quotation … linked" |
| The quotation is sent to the client | Moves to Proposal sent (if it was earlier) |
| A contract is awarded from that quotation | Moves to Won, with "Awarded by contract …", and is linked to the client |
A quotation marked negotiating or lost does not move the lead — move it to Negotiation or Lost yourself.
On the lead, Start estimation opens a new quotation with this lead already selected.
Record follow-ups
The Activity panel is the lead's timeline. To log a follow-up, pick a Kind (note, call, meeting, site visit or email), type a Summary, add Details if needed, set When (blank means now) and click Log. Stage changes, owner changes, linked quotations and conversion are written here automatically.
Last activity on the lead shows when anyone last touched it. A meeting logged with a future date does not count as activity — it is a plan.
Edit, reassign or delete
Click Edit to change any detail, including Probability % and Owner — hand a lead to another estimator here. Delete removes a lead that is not won; a won lead is kept as the history of the project.
A Project Manager can read every lead but cannot create, edit or move one; that is the QS / Estimator's and the Company Admin's work.
Convert a prospect to a client
A quotation needs a client. When a prospect is ready to be priced:
- Open the lead. The Convert to client panel shows while the lead has no client.
- Enter a Client code — your short name for them, such as
RAO. - Check Name, and add GSTIN and State code (registered office, for place of supply).
- Click Convert. The client is created with the lead's city, phone and email, the lead's contact person is added as the primary contact (when different from the client name), and the lead is linked to it.
Only the Company Admin can convert a lead, because converting creates a client. If you are a QS / Estimator, ask your admin to convert it — or to create the client so you can link it under Edit.
Pipeline figures
| Figure | What it counts |
|---|---|
| Open leads | Leads in any open stage |
| Pipeline value | Estimated value of open leads; the hint shows it weighted by probability |
| Won this FY | Leads won since the start of your financial year |
| Conversion | Won ÷ all leads closed (won, lost, dropped) this financial year |
Estimated values are shown only to roles that can see quotation or BOQ rates.
Related
- Clients — complete the client record after conversion.
- Quotations — the quotation that moves the lead along.
- Contracts — the award that marks the lead won.