Work your leads

Set a status, keep notes, set a reminder and reach out, one lead at a time or many at once.

Every lead is a small file you can work, in the app and on the website.

Open a lead

Tap a lead in the Leads tab. On the website, tap Leads, then the lead. Opening a lead marks it read.

Status

Tap New, Contacted, Quoted, Won or Lost. For Lost you can add a reason. For Won you can add the value of the job. Only you see it. Calling, texting or emailing a New lead moves it to Contacted.

Notes and timeline

Add notes, and edit or delete your own. The timeline lists every note, call, text, email, status change and reminder, newest first.

Follow-up reminder

Pick a date and time and turn on Remind me. Your phone gets an alert then. Follow up today shows what is due.

Quick actions

Call, Text, Email, Reply as Moe (for messages that left an email) and Save to contacts. In the app they are in the ⋯ menu.

Tags, team and archive

Add up to 10 tags. If you have teammates, assign a lead to one. Archive leads you are done with. The Archived filter shows them.

Many at once

In the app, tap Select on the list. On the website, open ⋯, then Select leads. Change the status, archive, mark read or unread, or export.

OK to send offers shows when a neighbor said yes to hearing about offers.

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