Available on Leads and above

Track leads through your pipeline

Mark each lead as contacted, quoted, won or lost.

Your leads list is at My leads. A lead is a planning application that fits your preferences. A pipeline helps you remember who you have approached.

How to use it

Open My leads.
Open a lead to see the application, the applicant and, where known, the agent to contact.
Move it through the stages as you go: New, Contacted, Quoted, Won, Lost or Dismissed.
Use the filters (All, Active, Won, Lost) to focus on what matters now, and keep notes on each lead.

On the Free and Research plans you can see how many leads there are, but full details and the pipeline need Leads.