In this video we will show you where to input basic information that you gathered from your customer.
Overview
After creating a new lead and entering the customer's basic contact information, the next step is to complete the lead details. This information helps you organize, prioritize, and manage customer opportunities more effectively.
Follow the steps below to complete the basic lead information.
Step 1: Enter the Job Type
Use the Job Type field to describe the customer's project.
Select or enter the type of job.
Use a description that reminds you what was discussed with the customer.
Examples include:
Kitchen remodel
Bathroom renovation
New construction
Cabinet replacement
This information provides quick context when reviewing your leads later.
Step 2: Set the Estimated Delivery Date
If you have discussed the project timeline with the customer, enter the expected delivery or project date.
Adding this date helps you:
Track upcoming projects
Plan future work
Keep customer expectations organized
Step 3: Schedule a Follow-Up
Before ending your conversation, ask the customer if you may follow up.
Examples:
Call tomorrow
Follow up next week
Contact after a specific milestone
Enter the agreed-upon Follow-Up Date in the lead.
This allows you to:
Set reminders
Filter leads by follow-up date
Stay on top of customer communication
Step 4: Record the Project Budget
Enter the customer's estimated project budget.
Examples:
$10,000 kitchen
$20,000 kitchen
$40,000 kitchen
The budget is typically based on the products and solutions discussed during your conversation.
Recording the budget helps prioritize leads and better understand the customer's project scope.
Step 5: Select the Referral Source
Record how the customer found your business.
Common referral sources include:
Designer
Online
Walk-in/In person
Other referral sources
Tracking referral sources helps measure which marketing channels and partnerships generate the most leads.
Designer Referrals
If the customer was referred by a designer:
Select Designer as the referral source.
Search for the designer if they already exist in the system.
Attach the designer to the lead.
This allows the system to track referrals from individual designers.
Step 6: Estimate the Lead Probability
Use the Lead Probability field to estimate the likelihood of closing the sale.
Examples:
70% – Strong opportunity
50% – Moderate opportunity
10% – Low likelihood of closing
Enter the percentage that best reflects your impression after speaking with the customer.
While this field is optional, completing it helps you:
Prioritize your sales efforts
Evaluate lead quality
Better manage your sales pipeline
Review Your Information
After completing these fields, verify that you have entered:
Job Type
Estimated Delivery Date (if known)
Follow-Up Date
Project Budget
Referral Source
Designer (if applicable)
Lead Probability
Once these fields are complete, the basic lead information has been successfully recorded.