Leads

Centralized Leads Dashboard

See all your leads in one clean, organized interface. Complete visibility into your pipeline. Know exactly where every lead stands.

  • Searchable, sortable leads table
  • Filter by date
  • Sort by column
  • Search by name, email, phone, quote ID, vehicle, or IP address
  • Quick actions (call, email, view quote, download quote PDF)
  • Export to CSV
  • Paginated view

See at a glance:

  • Customer contact info
  • Vehicle they’re interested in
  • When they requested quote

Lead Status Tracking

Track each lead through your sales pipeline with customizable statuses. Know exactly where every lead is in your process. Prevent leads from falling through cracks.

  • 🆕 New – Just received
  • 📞 Contacted – You’ve reached out
  • 💡 Interested – Actively considering
  • 💰 Quoted – Price provided
  • 📅 Scheduled – Appointment booked
  • ✅ Completed – Installation done
  • ❌ Lost – Went elsewhere
  • 🚫 Do Not Contact – Opt-out
  • 🆕 New – Just received
  • 📞 Contacted – You’ve reached out
  • 💡 Interested – Actively considering
  • 💰 Quoted – Price provided
  • 📅 Scheduled – Appointment booked
  • ✅ Completed – Installation done
  • ❌ Lost – Went elsewhere
  • 🚫 Do Not Contact – Opt-out
  • 🆕 New – Just received
  • 📞 Contacted – You’ve reached out
  • 💡 Interested – Actively considering
  • 💰 Quoted – Price provided
  • 📅 Scheduled – Appointment booked
  • ✅ Completed – Installation done
  • ❌ Lost – Went elsewhere
  • 🚫 Do Not Contact – Opt-out