Business owners · Customers and leads
Leads and your pipeline
Where every inquiry lands, the six stages, and keeping track of who to follow up with.
Updated October 15, 2026
Every quote request, message and booking from your website lands in Customers, Pipeline as a card, and you get an email (and a phone alert, if you turned them on).
The six stages
New, Contacted, Quoted, Booked, Won, Lost. Drag a card to move it. A card only moves forward on its own: a past customer who sends a new request is not dropped back to New.
Each person's card
Tap a card to see everything about that person: their messages, bookings and notes, and their invoices on Growth and Scale. You can add a note, set what the job is worth, and pick a date to follow up. The Overview shows who is due.
What your forms ask
Settings, Leads sets what your buttons do (get a quote, send a message, book), the questions your quote form asks, and who gets told about each new lead.
Still stuck?
Ask Plumso in your dashboard, or choose Get help in your account menu. Real people read every message.
