Leads
Review quote requests from your connected website, turn leads into clients, and move them through your sales pipeline.
Leads
The Leads inbox collects quote requests sent from your connected website. Each request can include the customer's contact details, address, requested services, timing, and message.
Connected website required
Leads appear here after your website's quote form has been connected to your Simple Time organization. Contact support if your website form is not yet connected.
Review New Leads
- Open Leads from the Jobs section of the sidebar.
- Start on the New tab.
- Review the requested services, timing, message, and contact information.
- Use the search box to find a lead by name, contact detail, address, or service.
New lead notifications also include a link back to the Leads inbox.
Add a Lead as a Client
- Open the lead's actions menu.
- Select Add as client.
- Simple Time creates the client and, when the lead supplied an address, a client site.
- Select Create quote to start a quote with that client and site already selected.
If a client with the same email already exists, Simple Time reuses that client instead of creating a duplicate.
Track the Sales Pipeline
Use Set status to move each lead through the pipeline:
- New — Not reviewed yet
- Contacted — Your team has followed up
- Quoted — A quote has been prepared or sent
- Won — The customer accepted the work
- Lost — The opportunity did not move forward
- Spam — The request is not a real opportunity
Changing a status keeps the lead and its history. Deleting a lead permanently removes the request, but any client or site already created from it remains in Simple Time.
Use Leads on Mobile
Owners and managers can also open More → Leads in the mobile app. Mobile includes status filters, call, text, and email shortcuts, client conversion, status updates, and lead deletion.