CRM and Leads

Lead pipeline stages

SurfaceIQ uses four simple statuses:

• New
• Contacted
• Won
• Lost

Use these to track where every lead stands.

Update lead status

1. Go to Dashboard -> CRM & leads.
2. Find the lead card.
3. Use the status dropdown to update.
4. Status updates save automatically.

Convert a lead to a customer

1. Open the lead card.
2. Click Convert to customer.
3. The lead becomes a customer and the status is set to Won.

Customer records

Each customer shows:

• Name, email, phone
• Contacts
• Properties

Use customer records to keep repeat work organized.

Best practices

• Move leads to Contacted after your first call.
• Use Won only after the customer approves the proposal.
• Add notes in the project to preserve context.