Leads & new outlets

Capture a prospect as a lead, or create a brand-new outlet — right from where you're standing.

A lead is a prospect outlet you haven't started selling to yet. An outlet (a customer record) is a place you do sell to. You can capture either one in the field, and turn a promising lead into a customer later.

Note: Both a new lead and a new outlet require you to be at the outlet. The app captures a live photo and your GPS location automatically — you can't add one from somewhere else.

Capture a new lead

Tap Add Lead in the Quick Actions menu (or the "+" on the Leads screen).
Enter the details: name, business, primary and secondary phone numbers, email.
Choose the channel, then the group it falls under.
Take the live photo when prompted (your location is captured at the same time).
Save the lead.

📷 [SHOT: mobile-leads-1] — mobile — New-lead form with channel/group and the live-photo prompt — caption: "A new lead needs a live photo and your location."

Lead statuses

A lead moves through stages as you work it:

New — just captured.
Contacted — you've reached out.
Qualified — a real prospect worth pursuing.
Dropped — not going anywhere.

Update the status from the lead's detail screen, where you can also Call, Navigate, Share, and log visits to it.

📷 [SHOT: mobile-leads-2] — mobile — Lead detail with status New→Contacted→Qualified→Dropped and Call/Navigate/Share — caption: "Move a lead through its stages from the detail screen."

Convert a lead to a customer

When a lead is ready to become a real outlet, tap Convert to customer.

Warning: Converting needs a connection, and the lead must be synced first. If you captured the lead offline, sync once before you convert — otherwise the option stays locked.

Create a new outlet directly

If a place is ready to be a customer straight away, skip the lead step and create the outlet:

Tap Add Customer in the Quick Actions menu.
Enter the details: name, type (Company or Individual), channel then group, an optional tier, phone numbers, and email.
Take the live photo when prompted (your location is captured with it).
Save. The app then offers to start a visit at the new outlet right away.

📷 [SHOT: mobile-customers-1] — mobile — New-customer form with type, channel/group, and the live-photo prompt — caption: "Create an outlet on the spot — live photo and location required."

The customer profile

Open any outlet to see its profile, with tabs across the top:

Overview — the outlet's details, credit, and last visit.
Visits — your stops at this outlet.
Orders — its order history.
Payments — its collections.

From the profile you can also Call, Navigate, Share, and Add a visit.

📷 [SHOT: mobile-customers-2] — mobile — Customer profile with Overview / Visits / Orders / Payments tabs — caption: "The profile tabs: Overview, Visits, Orders, Payments."

How it flows

flowchart TD
  A[At the outlet] --> B{Lead or customer?}
  B -->|Lead| C[Add Lead — details + live photo + GPS]
  C --> D[Work the lead: New → Contacted → Qualified]
  D --> E{Ready and synced?}
  E -->|Yes, online| F[Convert to customer]
  E -->|Not synced| G[Sync once, then convert]
  B -->|Customer| H[Add Customer — details + live photo + GPS]
  H --> I[Offer to start a visit]

Stand at the outlet — the live photo and GPS are captured automatically.
For a prospect, tap Add Lead, fill the details, and take the photo.
Work the lead through New → Contacted → Qualified (or Dropped).
When it's ready, sync, then Convert to customer (needs a connection).
For a ready outlet, tap Add Customer instead — and start a visit on the spot.

Best practice: Capture leads and outlets while you're physically there. The live photo and location are your proof the outlet is real and where it says it is.