Leads
Track prospective customers through a simple sales pipeline - New, Contacted, Qualified, Proposal, Won or Lost. Leads arrive from the coverage checker or by hand, and convert to clients in one click.
Leads are prospective customers - people who have not signed up yet. ISPBox gives you a simple sales pipeline to track them from first contact to a won (or lost) deal, so nothing falls through the cracks. Open Leads in the sidebar (needs the leads view permission; leads manage to edit).
1. The pipeline
Every lead has a status that walks through your sales stages: New → Contacted → Qualified → Proposal → Won (or Lost). The list is colour-coded by status and shows each lead's source, owner, next follow-up and when it came in. Filter by status, source, owner or group to focus - for example, every new lead assigned to you.
If you have created groups, a lead can also sit with a team: Add Lead and the lead page have a Group field next to Owner, the list shows the group above the owner's name, and the group filter offers each group, My groups and No group. Tasks on a lead take a group the same way. A lead that arrives with no owner and no group (the coverage checker, the API) goes to the default lead group when one is set.
2. Where leads come from
Leads arrive from several places, and the source is recorded on each:
- Automatically from the public coverage checker when a prospect requests installation.
- Added by hand with New Lead - a phone enquiry, a referral, a walk-in.
3. Working a lead
Open a lead to see everything in one place: contact details, the estimated value, the plan they are interested in, follow-up dates, notes, and an activity timeline you add to as you work the deal. Update the status as it progresses and set a next follow-up so it resurfaces at the right time.
4. Converting to a customer
When a lead says yes, Convert & Schedule Installation turns it into a full client - carrying over their details - and can schedule the install visit on the team calendar in one step. No re-typing, no lost information.
