Managing Contractor Leads

Overview

Contractor leads help you track potential customers from first contact through to winning (or losing) the sale. BlueClerk's lead management system organizes prospects in a simple pipeline: New → Contacted → Qualified → Won/Lost. You can review leads in detail, update their information, log activity with quick action buttons, and change their status - all from a convenient dialog that opens directly on the leads list page.

NEW: Quick Activity Logging - Log calls, emails, texts, voicemails, meetings, and notes with one click using quick action buttons. Each action automatically updates the lead's last contacted timestamp and adds a timestamped activity entry to the lead's history. No forms to fill out - just click the action, optionally add a note, and you're done.

NEW: Automated Follow-Up Reminders - Set a follow-up date when logging activity, and BlueClerk automatically creates a reminder for you. The reminder appears in your follow-ups list and sends notifications when it's due, ensuring you never forget to circle back with a prospect.

Accessing Leads

1. Click "Operations" in the sidebar
2. Select "Leads" from the flyout menu
3. View your leads list with status, contact info, and source

Reviewing and Editing Leads

Opening the Review Dialog

From the leads list:

1. Click any lead row to open the review dialog
2. See lead details including contact info, source, status, notes, and activity history
3. Edit any field by clicking into it and typing
4. Changes save automatically as you edit

Lead Information

The review dialog shows:

• Name - Lead's full name
• Contact Info - Phone, email, and address
• Customer Type - Homeowner, Builder, or Business
• Source - How you found them (Referral, Website, Cold Call, etc.)
• Status - Current pipeline stage (New, Contacted, Qualified, Converted, Dismissed)
• Estimated Value - Potential job value in dollars
• Notes - Free-form notes about the lead
• Activity History - Chronological log of all interactions with timestamps

Quick Activity Logging

Available Actions

Click any quick action button to log that activity type:

• Called - Log a phone call
• Emailed - Log an email sent
• Texted - Log a text message
• Left Voicemail - Log a voicemail left
• Met - Log an in-person meeting
• Note - Add a general note

Logging Activity

1. Click a quick action button (e.g., "Called")
2. Optionally add a note in the text field that appears
3. Optionally set a follow-up date to create an automatic reminder
4. Click "Log [Action]" to save
5. The activity appears in the history with timestamp and your name
6. Last contacted timestamp updates automatically

Follow-Up Date

When logging activity, you can set a follow-up date:

1. Enter a date in the "Follow up on" field (format: YYYY-MM-DD)
2. Optionally set a time in the adjacent time field
3. BlueClerk creates a reminder that appears in your follow-ups list
4. You'll receive a notification when the follow-up is due

Changing Lead Status

Status Options

• New - Just added to your pipeline
• Contacted - You've reached out at least once
• Qualified - They're interested and a good fit
• Converted - They became a paying customer
• Dismissed - Not a good fit or not interested

Updating Status

1. Open the lead review dialog
2. Click the status dropdown in the header
3. Select the new status
4. Status updates immediately

Activity History

The activity log shows:

• Action type - Called, Emailed, Texted, Left Voicemail, Met, or Note
• Timestamp - When the activity occurred
• User - Who performed the action
• Note - Any details logged with the activity
• Source - Manual (you logged it) or Assistant (automated system)
• Recipient - For phone/email actions, who was contacted

Tips

• Log every interaction - Build a complete history so you know exactly where things stand
• Use quick actions liberally - They're faster than manual note-taking and keep your pipeline current
• Set follow-up dates - Let BlueClerk remind you instead of tracking it yourself
• Update status promptly - Keep your pipeline accurate so you know which leads need attention
• Add notes to activity - Context helps when reviewing history weeks later

Questions

Q: What counts as "Contacted"? A: Any outbound attempt - calls, emails, texts, voicemails. Even if they don't respond, you've contacted them.

Q: Do quick actions update last contacted timestamp? A: Yes - every quick action (Called, Emailed, Texted, Left Voicemail, Met) updates the last contacted timestamp automatically. Notes do not.

Q: Can I edit or delete logged activity? A: Not currently - activity logging is append-only to maintain an accurate timeline. If you log something by mistake, add a Note clarifying the correction.

Q: What happens if I don't set a follow-up date? A: Nothing - follow-up dates are optional. If you don't set one, the activity is logged without creating a reminder.

Q: Where do follow-up reminders appear? A: In the main Follow-Ups list accessible from the sidebar. You'll also receive notifications when reminders are due.