Working a lead

Open the lead drawer to see contact info, the full computed quote, change status, add notes.

Click any row in the inbox to open the lead drawer. From here you can:

See the customer’s name, email, phone and free-text description.
See the full computed quote (totals + breakdown) the customer was shown at submit time.
Change the status from a dropdown.
Add or edit a free-text note (saved to the lead).
Archive the lead (it stays searchable, just out of the active view) or delete it permanently.
Resend the notification email — useful if the original delivery failed or got missed.