Leads

Every visitor who completes a flow and leaves an email becomes a lead. They are listed under Leads in the sidebar, newest first.

What a lead holds

The contact details captured by the Email step
Every answer the visitor gave, question by question
The estimated price they were shown
When it was submitted

The answers are the reason this beats a contact form. You are not calling someone who “requested a quote” — you are calling someone whose job you already understand.

The price on a lead is the price that visitor was quoted. Later changes to your pricing rules do not rewrite it.

The status pipeline

Leads move through nine statuses. You set them as you work — with two exceptions: Accepted and Proposal requested are set by the customer.

Status	Meaning
New	Just arrived, nobody has looked at it.
Accepted	The customer pressed the Accept button in their estimate email. Ready for documents.
Proposal requested	The customer sent the proposal request form from their estimate email. Time to prepare the proposal.
To follow up	Triaged, worth pursuing, not yet contacted.
Contacted	You have reached out and are waiting on them.
In process	Active back-and-forth — quoting, scheduling, negotiating.
Won	Became a job.
Lost	Did not.
Archived	Out of the pipeline without being a real loss — spam, duplicates, tests.

A customer’s acceptance only moves a lead out of New. If you have already moved it further along, the status stays where you put it, but the lead still shows when the customer accepted. Setting Accepted by hand changes the status only; it does not record an acceptance.

Keep Archived separate from Lost. Your own test submissions and obvious junk belong in Archived; counting them as losses distorts every conversion number you look at later.

Services on a lead

An open lead shows Services — what the visitor’s answers matched in your pricing rules, each with its share of the total. Documents created from the lead are filled in from these.

Edit services changes the list: add a service for a lead that came in without one, or swap one when the customer changed their mind. The total does not change — services that stay keep their relative share, a new one is given an average share, and the amounts are split again to add up to the total.

Working the list

Leads are paginated, so a busy widget will not produce an unusable page. You can delete a lead outright when it should not exist at all.

What happens automatically

When a lead arrives, NineOffer can email you and send the visitor their estimate. Both are configured under Email notifications.