Leads: the form on your website, the board, the sources
Inquiries from your website land on the leads board by themselves — one script tag, no retyping. The board moves them through six stages; the Sources report says which doors the work comes through.
1. Put the form on your site
Settings → Lead form. Pick what it asks — name and email always, up to five questions of your own — write the headline and the thank-you line, and create the link. Paste the script tag where the form should appear, or use the plain link anywhere a script cannot go. A change saved here reaches your site within a few minutes.
Lead form →2. Work the board
A website lead arrives as New, with its details in the notes, its source Website form, and the salesperson you named. Move it through Contacted, Qualified and Proposal; convert it to a client or a job when it is won. Your inbox carries a row for each new lead.
Open the board →3. Read the sources
Under the board, Sources counts leads, open, won, lost, the win rate and the value won by how each lead reached you — the website form, a referral, a directory, entered by hand. Export it or print it on your letterhead.
Sources →Evaluate on one job — 14 days free, no credit card. Try the product · For subcontractors
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