Lead Detail & Conversion
One lead, its whole history, and the button that makes it a client.
Overview
Opening a lead shows their messages, emails, follow-ups and activity in one place — and the button that turns them into a client.
What’s On the Page
Messages
The conversation with this lead
Emails
What has been sent, and what is scheduled
Follow-ups
The next date, and whether it is due or late
Activity
Everything that has happened on the lead
What Each Part Does
Messages
The back-and-forth with this lead. They reply through a private magic link sent to their email, so they can write back without creating an account or remembering a password. Everything they send lands here rather than in someone’s personal inbox.
Emails
What you have already sent, and what is queued to go out next. Write a one-off email, or schedule a follow-up for a date in the future and it sends itself.
Follow-ups
The date you promised to get back to them. It turns amber on the day it is due and red once it is late, and the owner is reminded either way.
Activity
A record of every change on the lead — status moves, owner changes, emails sent — with the person who did it and when.
Turning a Lead Into a Client
One button converts the lead into a client, so nothing has to be retyped. Their details carry across, and from that point the account behaves like any other client — orders, invoices and tickets all hang off it.