The Lead Detail View
Contacts, tours, follow-ups, notes, and the activity timeline.
Opening a lead gives you everything about that prospect in one place, across five tabs: Overview, Tours, Communication, Proposals and Tasks.
The header
The lead's name, their stage, and a temperature badge — Hot, Warm or Cold. That badge is a coarser read than the letter grade, which has five levels; both describe the same score.
Along the top sits a row of quick actions for logging what you just did: Log Call, Log Email, Log Text and Add Task. These exist because the most common reason a pipeline goes stale is someone making a call and not recording it.
Overview
The lead's details, their contacts, and the next thing to do.
Contacts
Most inquiries involve more than one person. Add each with Name, contact details, a Contact Type and a Decision Maker switch.
The types are Primary Contact, Secondary Contact, Stakeholder and Wedding Planner — shown more briefly as Primary, Secondary, Stakeholder and Planner once saved.
Marking decision-makers matters more than it looks. The person who emails you is often not the person who signs.
Checking a date
Where a wedding date is set, the lead shows whether that date is actually free — Available, with "This date is available for booking", or Unavailable. It saves opening the calendar in another tab before you promise anything.
Tours
Scheduling and recording venue visits. A tour is always attached to a lead.
Booking one asks for a date and time, the tour type — In-Person, Virtual or Phone — and offers Quick Pick to jump to the next free slot. Days are marked Open, Partial or Busy as you choose, and days already taken by a wedding or blocked for maintenance are marked as such, so you find out before you book rather than after.
Send confirmation email is on by default and emails the lead when you save.
After the tour, record what happened:
- How did it go? — Very Positive, Positive, Neutral or Negative
- Duration
- Spaces they liked
- Concerns raised — comma-separated: "e.g., price, capacity, parking"
- When do they plan to decide?
- Other venues mentioned
- Additional notes
Concerns and competitors are the two that pay you back later: they turn a lost booking from a mystery into a pattern. See scheduling a tour.
Communication
The chronological record — notes, calls, emails, meetings, stage changes and tour outcomes, each with who did it and when.
Proposals
Every proposal for this lead, with its status and amount, and a route to build a new one. See creating and sending proposals.
Tasks
Headed Tasks & Follow-ups, split into Upcoming and Completed.
A follow-up has a date and a type — Task, Call, Email, Text or In Person. Completing one asks Did they respond?, which is not busywork: the answer feeds the engagement factor in the lead's score, and it is what lets CeremonySync tell a lead who is ignoring you from one nobody has chased.
Practical use
- Log the call while you are still on the call. The quick-action row is there so it takes one tap.
- Record tour outcomes the same day. Detail fades fast, and a tour with no outcome is a hole in the lead's history.
- Add the parent paying for it as a contact, marked as a decision maker. It changes who you copy on the proposal.
Frequently Asked Questions
Why is the badge "Warm" when the grade is B? The header badge has three levels, the grade has five. They read the same score at different resolutions.
Can I schedule a tour without a lead? No — tours belong to a lead. Create the lead first, even a bare one.
Does answering "Did they respond?" do anything? Yes. It feeds the engagement factor, the heaviest one in the score.
Where did the activity timeline go? It is the Communication tab.
Keep reading
Still stuck? A person reads every email.
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