Leads

Capture inquiries, manage lead statuses, spot conflicts, and prepare proposals.

How to Add a Lead

Add an inquiry, enter the client details, and plan your follow-up.

Move a lead between Inquiry, Pending, Meeting, and Archive as the conversation changes.

Open a new lead, review its inquiry details, add internal notes, and choose the next action.

Read booking, blackout, job, and proposal warnings attached to a lead’s wedding date.

Move an inactive inquiry to Archive without deleting its client history.

Convert a confirmed inquiry into a wedding or other booking and open the resulting record.

Create, preview, sign, and share a proposal link from an expanded lead.