Managing Leads
Creating, viewing, filtering, and organizing leads in your pipeline.
Every inquiry lives on the Leads page, from first contact to booked wedding. The page opens on Pipeline; the other tabs — Performance, Automations and Booking Page — are covered elsewhere.
Board or list
Two views of the same leads, toggled at the top right. The board is the default.
The board puts one column per stage and lets you drag a lead between them. Dragging is a real status change, not a visual sort.
The list is a sortable table: Lead Name, Contact, Wedding Date, Guests, Status, Inquiry Date, Source, and Score. Every column except Contact sorts. Score appears only on the Complete plan — see lead scoring.
The six stages, and their two names
This is worth knowing before it confuses you. A lead's stage is stored under one name and displayed under another in places:
| Board column | Status badge |
|---|---|
| New | Inquiry |
| Contacted | Contacted |
| Meet | Tour / Meeting |
| Proposal | Proposal |
| Booked | Booked |
| Lost | Archived |
Same stage, different word. A lead sitting in the column headed "New" wears a badge reading "Inquiry", and one in "Lost" reads "Archived". Nothing is wrong when you see it; they are the same thing.
What each stage means:
- New, badged Inquiry — just arrived, nobody has replied
- Contacted — you have made contact; the goal is a tour
- Meet, badged Tour / Meeting — a tour or meeting is booked or done
- Proposal — a proposal is out, waiting on them
- Booked — they said yes
- Lost, badged Archived — no longer live, with a reason recorded
Adding a lead
New Lead opens a form:
| Field | Notes |
|---|---|
| How did they find you? | Type or select a source |
| Full Name | "e.g. Sarah & James" |
| Email Address | |
| Phone | |
| Wedding Date | |
| Expected Guests | |
| Min Budget and Max Budget | A range, not a single figure |
| Venue Style | "e.g. Outdoor garden, historic building…" |
| Discovery Notes | What they said in the inquiry |
There is no address field and no status field — a new lead starts at the first stage and you move it from there.
Budget is two numbers rather than one because the score reads them. A lead with a blank budget scores as though the budget were nothing, which pushes a good prospect down the list.
Finding leads
Filter Leads opens the filter panel:
- Quick Toggles, including Archived to bring lost leads back into view
- Status and Source
- Tags
- Wedding Date Range and Created Date Range, each with a From and a To
- Guest Count Range — Minimum and Maximum
- Budget Range
- Loss Reason, for looking at why leads went
Combinations you use often can be kept under Saved Presets.
Archived also sits on the page itself as a toggle, because hiding and showing lost leads is the filter you reach for most.
What the page tells you without being asked
A lead that has gone quiet is labeled with the reason rather than just colored, and stalled leads sort to the top. The thresholds are per stage and are covered in keeping leads moving.
Practical use
- Work the board, not the list. The list is for sorting and exporting; the board is for seeing what is stuck.
- Fill in budget and guest count at intake. Both feed the score, and neither gets easier to ask for later.
- Put the source in properly. It is the only way to find out which of your listings is worth paying for.
Frequently Asked Questions
Why does the column say "New" but the badge say "Inquiry"? They are the same stage under two names. Nothing has gone wrong.
Can I add a stage? No. The six are fixed.
Where are my lost leads? Switch on Archived. They are hidden by default, not deleted.
Why can't I see a score column? Scoring is part of the Complete plan.
Keep reading
Still stuck? A person reads every email.
If a guide and the app disagree, the app is right. Tell us and the guide gets fixed.