How leads come in and how to work them

Where website leads land in RidgeSync, how to set a lead to new, contacted, quoted, won or lost, and how to convert one into a job in a single click.

1. 1

   Find your leads

   Leads submitted from your website form land on the home screen (Leads), newest first, with name, phone/email/address, their message and the source.

2. 2

   A call or a referral

   Those do not go through the lead list — add them straight as a job with “New job.” The New job form has no Source field; open the job afterwards, expand “Job details & customer,” type into Source and click “Save,” and it shows in your numbers.

3. 3

   Set the status

   Use the status dropdown on each lead: new, contacted, quoted, won or lost.

4. 4

   Convert to a job

   Click “To job” to turn a lead into a job — the customer’s details carry over. (The trash icon deletes a lead.)