Contacts keeps your leads in three tabs — and the Pipeline tab is where you track every job from first enquiry to won work, so nothing slips through the cracks.
The three tabs
Click Contacts in the sidebar (on a phone, it's in the bar at the bottom). It always opens on Inbox:
- Inbox — new enquiries land here. The New counter shows what you haven't read.
- Pipeline — your jobs as columns, from enquiry to won. Drag leads along as things progress, and you always know where every job stands.
- Everyone — the full list of people you deal with — customers, leads and newsletter subscribers — with search and export.
Stay on top of follow-ups
The Follow up today counter at the top shows who's waiting on a reply from you. Speed wins jobs — most customers go with whoever responds first, so clearing this list daily is one of the highest-value habits in the app.
Add leads yourself
Someone called or texted instead of using your website form? Click New lead and add them by hand — the pipeline only works if every enquiry lives in it.
Let the AI help
The chat panel beside the list is your leads coach: ask it to draft a follow-up message, summarize where a job stands, or suggest who to chase first today.