Leads and proposals

Leads holds enquiries on their way to becoming clients. Nothing here reaches Practice Manager until you convert it.

Adding leads

• Choose New lead and fill in the contact name, company, email, phone, estimated monthly fee, the services they need and any notes.
• Choose Enquiry form link to copy the link to your firm's hosted enquiry form. Put it behind the Contact button on your website and submissions land in Leads.
• Leads from the free Octotax app arrive here too. See Octotax listing and leads.

Working a lead

Move each lead through the stages New, Contacted, Meeting, Proposal, Won and Lost, and assign it to someone.

Sending a proposal

1. 1Choose Proposal on the lead.
2. 2Write a covering message and add services and fees (per month, per year or one-off), or a Custom line.
3. 3Choose Create proposal, then Email it to the lead, or Copy link and mark sent.

The lead accepts the proposal on a hosted page. Accepting turns them into a prospective client with those fees on their record. To do it by hand, choose Convert. Once converted, Open client takes you to their record.