Turn leads into clear next steps

A well-kept lead tells you who the prospect is, what they need, and what should happen next. That prevents missed calls and repeated questions.

Open Leads and choose the board or table view that works for you. Update contact details, stage, and notes after each conversation.

When a prospect agrees to move forward, start business onboarding from that lead. This keeps the original notes and avoids creating the same business twice.

Before you begin, confirm the owner is ready and that you have the correct business name, contact details, operating address, and business type.

Open Tasks and check Today and Overdue first. Create one clear action for each call, missing document, catalogue check, or launch follow-up.

Mark a task complete only after the action has happened. If more work is needed, add the next task while the details are still fresh.