Managing Contractor Leads
Track and manage sales leads through your pipeline with review workflow, status management, activity logging, quick actions, follow-up creation, and automated follow-ups
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.
NEW: Follow-up Context & Assistant Dismissal Notes — Follow-up detail cards now show recent contact context (recent activity entries and the last few emails sent) to help you decide next steps. When a follow-up was created by the virtual assistant, you can now dismiss it with a structured reason, outcome, and an optional free-text note that is saved with the follow-up history.
NEW: Lead Replies & Customer Intake Forms — Leads can now receive replies and customers can be invited to complete branded intake forms. Intake forms are company-owned, editable in Settings, and can include prompts to upload site photos. When a customer submits an intake form or replies to outreach, the response threads to the lead and appears in the lead's activity timeline so you never miss inbound information.
NEW: Preserve Inquiry Notes Across Work Records — When you convert a lead into a ticket, job, or customer record, the original inquiry notes are preserved and copied into the new work record (ticket/job notes). This keeps context intact so technicians and office staff see the customer's original questions