Add a lead and move it through your sales pipeline.
Go to Pipeline and click + New Lead. Enter the project name, client contact info, and address. The lead appears in your pipeline board at the first stage.
Drag leads across pipeline stages or click into the project to update its status. Each stage represents a step in your sales process — from initial contact to job completion.
Inside a project, you'll find tabs for estimates, proposals, invoices, work orders, documents, photos, tasks, and messages. Everything related to a job lives in one place.