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Help/CRM & Contacts/Leads, forms, statuses, sources and lead conversion
How-to guide

Leads and conversion

The current build exposes a full leads workflow under Work & Operations, including table and Kanban views, custom forms, sources, statuses, junk/lost actions and conversion to customer.

CRM & ContactsHow do I create a lead?How do I add a lead?Related website page

Where to click

Use these menu paths first, then complete the action from the screen you open.

Sidebar > Work & Operations > Leads
Leads > table / Kanban / statuses / sources / forms
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Go to Sidebar > Work & Operations > Leads.
  2. Use the page action to create a new lead or open an existing lead from the table or Kanban view.
  3. Assign the correct status, source and any follow-up details so the lead stays organised.
  4. Update notes, reminders and ownership as the lead progresses.
  5. When the lead is ready, use the lead conversion action to move it into the client-side workflow.

What this feature does

  • Leads can be viewed in both table and Kanban layouts.
  • The controller supports junk and lost statuses as dedicated actions.
  • Lead forms, sources and statuses have their own management endpoints.
  • Lead attachments, notes, import and bulk actions are present in the verified controller.
  • The get_convert_data and convert_to_customer actions confirm a direct lead-to-customer conversion flow.

What to do next

  • After converting a lead, continue work from the customer record rather than the lead record.
  • For website or intake capture, also review the Estimate Request and Forms guide.

Related guides

Clients, contacts and the customer record structure

The current application build keeps the client record in the core Clients controller and extends the customer area with property-specific entries such as Client Database, Tenants and Landlords. This guide covers the verified client and contact workflow.

CRM & Contacts

Client files, attachments, statements and vault entries

The client record supports more than contact fields. The current audited controller also exposes attachments, external attachments, statement generation, file visibility and a secure vault entry flow.

CRM & Contacts

Admin layout, sidebar navigation and daily starting points

This guide explains the verified top-level admin structure in the current Proplix build, including the Sales menu, Work & Operations, Company & Utilities, Real Estate menus, Compliance Monitor menus and the custom Setup & Settings launcher.

Getting Started

Company & Utilities menu, knowledge base and standard report routes

The custom Company & Utilities menu brings together Knowledge Base, Timesheets Overview, Sales Reports, Expenses Reports, Income vs Expenses, Leads Reports, KB Articles Report, Media, Bulk PDF Export, Calendar, Announcements, Activity Log, Ticket Pipe Log, Surveys and Goals.

Settings & Utilities

Related questions

How do I add a client?

The current application build keeps the client record in the core Clients controller and extends the customer area with property-specific entries such as Client Database, Tenants and Landlords. This guide covers the verified client and contact workflow.

How do I upload client files?

The client record supports more than contact fields. The current audited controller also exposes attachments, external attachments, statement generation, file visibility and a secure vault entry flow.

How do I use the dashboard?

This guide explains the verified top-level admin structure in the current Proplix build, including the Sales menu, Work & Operations, Company & Utilities, Real Estate menus, Compliance Monitor menus and the custom Setup & Settings launcher.

Where are company utilities?

The custom Company & Utilities menu brings together Knowledge Base, Timesheets Overview, Sales Reports, Expenses Reports, Income vs Expenses, Leads Reports, KB Articles Report, Media, Bulk PDF Export, Calendar, Announcements, Activity Log, Ticket Pipe Log, Surveys and Goals.