3 min guideUpdated August 2026App review required

Manage the lead pipeline

Keep accepted lead candidates, pipeline stages, estimated value and follow-up timing visible through draft quote conversion.

Best forOwner / Admin · Sales · Project Management / Production
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Step by step

  1. Open **Leads** from the **Sales** workspace.
  2. Select an existing lead, or choose **New with Fitch**, describe the enquiry, prepare it for review, and choose **Accept lead**.
  3. Open the lead. Use **Internal Notes** for the opportunity summary, then set **Estimated value** and **Next follow-up** in CRM pipeline controls.
  4. Update **Pipeline stage** after a meaningful sales event and save the pipeline changes.
  5. Choose **Start Quote**, review the draft details, and choose **Start Draft Quote**. Create a job only after the quote has been issued and accepted.

Good practice

Pair every next follow-up date with a clear note describing the action and owner.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.