Capture a new lead
A lead is a person or business that has shown interest in your services but isn’t yet a paying client. Capturing leads in Service Buddy keeps your sales pipeline organized and makes sure no inquiry gets forgotten.
- Click Leads in the left sidebar.
- Click + Create in the top right.
- Fill in the lead details:
- First Name and Last Name
- Email Address
- Company Name (optional)
- Phone Number (optional)
- Status — pick the lead’s current stage. Options: New, Qualified, Contacted, Converted, Inactive, Lost, Nurture, Contacted - Not Booked, Lost On Price, Lost to Competitor.
- Quality — your rating of the lead’s likelihood to close: Sold, Good, Okay, Poor, Garbage, or Can’t Contact.
- Optionally add an Address (street, city, state, country, postal code).
- Click Create.
What happens next
Section titled “What happens next”- The lead appears in your Leads list with the status you selected.
- As you work the lead, update its status and quality so your pipeline stays accurate.
- When the lead becomes a paying client, convert them to a client.
What’s the difference between a lead and a client?
A lead is a prospect — someone who’s shown interest (a walk-in, a website inquiry, a phone call) but hasn’t bought yet. A client is someone who has either bought from you or signed a quote. Use Leads for the sales pipeline; once a lead commits, convert them to a client so their history carries over.
What does Quality mean?
Quality is your private rating of the lead’s likelihood to close: Sold, Good, Okay, Poor, Garbage, Can’t Contact. The client never sees this — it’s an internal sorting tool so your sales team can prioritize follow-ups.
Should I capture every walk-in as a lead?
Most retailers benefit from capturing names and contact details for serious walk-ins (anyone who took a sample home, requested a measure, or asked for pricing). Casual browsers don’t usually need a lead record. The bar is: would you call them back if they stopped responding?
Can I assign a lead to a specific salesperson?
Yes — there’s an Assigned To / Team Member field on the lead form. Sales associates see the leads assigned to them in their dashboard, and unassigned leads stay visible to office staff for triage.
Where do leads come from?
Anywhere — phone calls, walk-ins, website forms, referrals. Service Buddy’s lead form has a Source field where you can log how the lead found you, which makes for useful reporting later.
Can I convert a lead without all the contact info filled in?
Yes — you only need a name to capture a lead. Email, phone, and address can be added later as you gather them. That said, leads without contact info are hard to follow up on, so capture as much as you can in the first conversation.
What happens to a lead that goes cold?
Update its Status to reflect reality (e.g., Lost, or set Quality to Can’t Contact). The lead stays in your records — useful if they come back six months later. Many retailers run a quarterly report on cold leads to revisit ones worth re-engaging.