← All guides

Leads — capture, qualify, convert /a/leads

Every potential customer starts here. Drag them across stages on the kanban, or work the list view with filters when the pipeline grows.

Leads kanban board showing New, Contacted, Survey Scheduled, Quote Sent, Negotiation, Won, Lost and Junk columns

The lead lifecycle

Each lead moves through eight stages. Drag the card on the kanban to change stage, or change Lead Status from the lead detail page.

Stage	When to use it
New	Just captured. No outreach yet.
Contacted	You've spoken to the customer at least once.
Survey Scheduled	A site visit is on the technician's calendar.
Quote Sent	Quotation PDF shared via WhatsApp or email.
Negotiation	Customer asked for changes, discounts or comparisons.
Won	Quote accepted; convert to a project.
Lost	Customer chose another vendor or dropped out.
Junk	Invalid number, accidental enquiry, or test data.

Kanban view

The default view. Eight columns — one per stage — show every lead as a card with name, monthly bill, and city. Drag a card across columns to update its stage; the kanban auto-saves.

The red trash icon sits directly on every card. There's no clear confirmation pattern visible — treat that icon carefully. Use Lost or Junk stages instead of delete whenever you might want the record back later for reporting.

List view

Click the List View tab next to Kanban to swap into a sortable, filterable table.

Filters row — status, lead source, state, city, assigned executive. They stack (AND), so combine to drill down (e.g. "Quote Sent" + "Maharashtra").
Sort by Customer Name, Follow-up date, or Bill Amount using the column headers.
Search the top-right box matches against customer name.

Adding a new lead

Click + New Lead in the top right to open the Quick Create Lead modal. Required fields are marked with a red asterisk.

Customer Name and Mobile Number — the only two strictly required for save. Use the customer's 10-digit Indian mobile.

Monthly Bill Amount — in rupees. This drives the auto-recommended system size in the Site Survey form, so a wrong bill propagates to wrong kW.

Follow-up Date — required. Picks when the lead appears on your dashboard's Overdue Follow-ups list if not actioned by then.

State, City, Lead Source — State drives which PM Surya Ghar state-subsidy slab applies later in the quotation.

Click Save Lead. The lead lands in the New column.

Quick create leaves several fields blank. Email, Roof Ownership and Roof Type aren't in the modal; add them later from the lead detail page via Edit Lead Details.

Lead detail page

Click any card or the View link in the list to open the lead detail. Three cards stack vertically with an Activity & Notes rail on the right.

Header card — name, address, monthly bill, plus three action buttons: Edit, View/Edit Quotation and Delete. Below the header is the live Lead Status dropdown and the Follow-up Date picker; click Save to commit a change.
Contact Information — Mobile, Email, Lead Source, Roof Ownership. Click Edit in the header to update.
Site Surveys — schedule a survey by picking a date/time and a technician, then click Schedule. Past and future surveys are listed below as Survey History with a link out to the survey form.
Activity & Notes (right rail) — type into Add a quick note… and click Add Note. Notes are listed in reverse-chronological order with edit and delete icons.

TODO: verify — the spec calls for a one-tap WhatsApp icon next to the mobile number on the lead detail header. In the current build the number is plain text. Confirm whether WhatsApp is on the roadmap or whether the icon should be added before publishing.

Troubleshooting

Problem: a follow-up shows "Due: 06 Oct" on the dashboard but I don't have anything in October. Fix: the dashboard hides the year on overdue dates — open the lead to see the full date. Seed records carrying a 1970 epoch or other historical date will render this way.

Problem: the state I need isn't in the State dropdown. Fix: the dropdown is currently limited; ask your admin to add the state in Settings → Subsidy Rules.

Next stop: schedule a site survey from the lead detail page, or jump straight to building a quotation from the header action button.