Step by Step: Create Lead

Step by Step: Create Lead

Learn how to create, manage, and convert leads in Lessen Pro from start to finish.

Overview

Leads are your starting point for all work opportunities in Lessen Pro — every opportunity for work that comes in, whether from Lessen, a phone inquiry, or another source.

From the Leads section you can find, filter, create, and convert leads into quotes, work orders, or invoices.

Accessing Leads

1

From the dashboard, click Leads in the left menu bar.
2

Use the filter panel on the top left to narrow things down by:

  • Status
  • Lead Number
  • Source
  • Customer
  • Priority
  • Tag

How to Create a New Lead

1

From the Leads page, click New Lead.
2

Search for an existing customer or create a new one.

Then add a service location or create a new one for the customer.
3

Add a brief issue description (for example: Toilet leaking in men's bathroom).

Optionally, select Suggest service combo, then confirm or select the service category, service type, and problem code.
4

Optionally, enter a lead source (for example: if this came through your website) and/or a reference number.
5

Then set the priority.

Setting a priority level ensures urgent work is handled first and keeps tasks organized and on track.
6

Optionally, upload any relevant files (such as photos or documents).

Add tags to provide additional context, making it easier to organize, search, and manage the work order.
7

 If an on-site assessment is needed before work begins, toggle that on.

You can note the estimated time, whether you'll charge a fee, and choose to schedule immediately or select later based on the customer's availability.
8

Add any internal notes.

Internal notes are visible only to your team, use them to capture important details, context, or instructions for the work order.
6

Click Submit.

Managing a Lead

Once your lead is created, use the Actions panel on the top left of the lead page to take next steps.

  • Convert to Work Order — move the lead forward when the work is ready to be scheduled
  • Create a Quote — send a quote to the customer before committing to the work
  • Create an Invoice — bill the customer directly from the lead
  • Edit the Lead — update any details as the situation changes
  • Close the Lead — close it out if it doesn't move forward

💡 Best Practice

  • Log every inquiry as a lead — even if it doesn't convert right away
  • Use tags and priority to keep your lead list organized
  • Convert leads promptly to avoid delays in scheduling and invoicing

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