Creating Your First Lead

Adding a New Lead in ContractQ

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Adding a lead is the first step to starting any job in ContractQ. This process captures key details about your potential customer, their project, and any important notes your team needs to move forward.

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This guide walks you through entering your lead’s contact info, address, and job details—all in just a few steps.

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‍How to Add a Lead (Desktop or Mobile)

You can add a new lead from either your desktop dashboard or from the mobile app.

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From Desktop:

1. Click + Add Lead from your dashboard or sidebar.

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From Mobile:

1. Tap the Add Lead button from the home screen.

Complete the Lead Details:

1. Job Contact Info

• First Name (required)
• Last Name (required)
• Email (optional)
• Phone Number (optional)
• Add additional contacts as needed using + Add.

2. Job Address

• Address Line 1 & 2
• City
• State
• Zip Code

3. Billing Address

• Enter billing information, or toggle Same as Job Address if applicable.

4. Job Details

• Residential or Commercial
• Job Name: Auto-fills with the Last Name, but you can customize it.
• Type: Select from your Job Types.
• Trade / Subtrade: Select the applicable categories.
• Salesperson: Assign the lead to a team member.
• Subcontractor: Select from your list if applicable.

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Add any initial Job Notes here.
Use this space to capture key details, customer expectations, site information, or any important context your team should know when reviewing the lead.

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5. Other Details

• Promotions: If applicable, select from your promotions list.
• Referral Source: Track how the lead originated (e.g., Google, Social Media, Referral).
• URL: Include a relevant link, if needed (e.g., property listing).
• Insurance Company: Enter if relevant for the job.

When Finished:

• Click Save & Proceed to continue.
• Click Save & Exit to save your progress and return later.

Why This Matters:

Capturing leads accurately at the start helps ensure your team stays aligned, your pipeline stays clean, and your job data stays reliable from the first conversation through project completion.

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