Manage leads and your sales pipeline

Open Leads, under Grow. Switch between List and Pipeline, search by name or number, and filter by owner. Search and the owner filter look through every lead, not only the cards on screen.

Open Leads→

Each column's header shows how many leads it really holds and what they are worth. A column loads its newest cards first: use Show more at the bottom for older ones.

Move a lead through your stages

• The stages start as New, Contacted, Qualified, Booked, Won and Lost. Owners and managers can rename, add, reorder or hide them with Manage columns on the Pipeline view.
• Drag a card to another column, or use Move stage.
• Moving a lead to Lost asks why. Reasons like never reachable unlock after enough contact attempts, so leads are not written off too early.

Open a lead

Click a lead's name for the full record: Details, Notes, Journey and Meetings. The Journey tab shows every visit and page, where they first came from, and how much of your video they watched.

Work the lead

Each lead has buttons to call, log a call, open or start a WhatsApp chat, follow your script, or request a PayNow payment. Calling customers from Ah Va.

What the contact label means

• Not contacted shows in New until someone calls, messages or writes a note on the lead.
• Tried 2/7 counts every call, WhatsApp message, email and note so far. Reached means someone actually spoke with them.
• Called or messaged from your own phone? Open the lead and add a note saying what happened. A note counts as a contact attempt.
• No contact logged means the lead was moved past New but nothing is recorded. Add a note and it clears.

Customers

Customers is everyone Ah Va has spoken to, with their calls, bookings and value. Ah Va uses it to recognise returning callers.