Leads & pipeline
Every lead has an owner and a reminder to follow up.
Each lead carries its event date, type and guest count, the salesperson who owns it, follow-up reminders and a full history of calls and visits, so you can see where it stands.
- A pipeline you can see. Enquiry, site visit, proposal and negotiation, through to confirmed.
- Lost, with the reason. A lead that does not go ahead is marked lost, and the reason stays on record.
- Sales reports. Conversion by source and by salesperson, and events on the books month by month.