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Managing Contractor Leads

Track and manage sales leads through your pipeline with review workflow, status management, activity logging, quick actions, and automated follow-ups

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OverviewAccessing LeadsReviewing a LeadLogging Activity & Creating Follow-UpsNew: Follow-up Context Panel

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.

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 a Lead

  1. Click a lead row to open the detail dialog.
  2. Review contact info, notes, and the activity timeline on the right.
  3. Use quick activity buttons to log calls, emails, texts, voicemails, meetings, or add notes.

Logging Activity & Creating Follow-Ups

  • When logging an activity you can optionally set a follow-up date.
  • BlueClerk creates a follow-up reminder automatically and links it to the lead.
  • Follow-ups appear in the central Follow-ups list and include links back to the lead.

New: Follow-up Context Panel

When you open a follow-up (from the Follow-ups list or from a lead), you'll now see a compact "Follow-up context" panel that summarizes recent contact

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