Create and Edit a Lead
The lead form gathers the contact details, who is working the deal and the dates that pace it. You need very little to get started: just a full name.
Creating a lead
On the Leads page click New lead. The form contains:
| Field | What it’s for |
|---|---|
| First name and Last name | The two parts of the name, kept apart: they feed the customer_name (first name) and customer_last_name variables of contracts and notifications. Both optional. |
| Full name or company | This is the mandatory field, and the one shown everywhere in the app. It composes itself from “First Last” until you touch it; from then on it stays as you wrote it — which is exactly why it exists: company names and double first names. |
| Company | Shown under the name in the list. |
| Email and Phone | Contact details. They are also the fields used to spot duplicates when leads arrive from a webhook or a CSV import, and to tell whether the person is already a client (see below). |
| Source | Where the contact came from (for example “Facebook Ads” or “Referral”). |
| Language | A dropdown with the five app languages (Italiano, English, Español, Deutsch, Français) plus Not set. It is not a cosmetic detail: it decides the contract language, the language the call draft is transcribed in and the language of the appointment emails, and it helps derive the market. |
| Market | Only shown if the agency works on more than one market. The first option, Automatic · <market> (or Automatic · Other sources), tells you which market would be derived today from the form fields; picking one is the manual override. |
| Setter and Closer | Who works the lead. The dropdowns only list members who hold that role. |
| Discovery call | The date of the first call. |
| Last follow-up | When you last spoke. It updates on its own every time you log a follow-up. |
| Next follow-up | The date that triggers the reminders. |
| Notes | What to say next time: this text travels inside the reminders. |
| Deal status | A free-text line to record where you stand (“waiting for the quote”, “call back in September”). |
| Status | Open, Won or Lost. It only appears when editing: a brand-new lead is always Open. |
Under the Market dropdown, when you are on automatic and have picked a language, a warning may appear: “No market speaks this language…” or “More than one market speaks this language: it is not enough on its own…”. It does not block saving: it tells you that if you want that lead on a specific market you have to pick it by hand. A legacy language value that isn’t recognised shows as Not set and is cleared on save; a recognisable one (“fr-FR”, “francese”) is mapped back to the right language.
If you are not an admin, your own role is pre-filled and locked: a closer is set as the Closer, a setter as the Setter. A setter who isn’t also a closer doesn’t even see the Closer field when creating a lead: the admin or the closer will fill it in later.
The reminder line at the bottom of the form
Below the fields there is a line recalling how reminders work for that lead: “Automatic <channels> reminder every morning at 6 (market time zone) with the leads to contact that day, to the assigned setter and closer”. The hour is fixed and cannot be configured; the only part that changes is the list of active channels (push, email or both), which mirrors the agency’s real configuration. If they are all off, the line says so.
Editing a lead
The full edit form opens from two places: the Edit button on the lead detail page, or the Edit entry in the quick actions menu (right-click, or press and hold the name in the list).
For everyday work you don’t need the edit form at all: the follow-up dialog updates the date, the notes, the last contact and the status by itself.
If the person is already a client
A person is either a lead or a client, never both. When you save, SalesControl compares the email and phone with those of the agency’s clients:
- if they match a client, the lead is not saved and under the contact details you see the warning “Already a client: Name.” with the Open the client profile link;
- if they match more than one client, you see the warning “These details match more than one client: check in Clients.”, with no link.
The check also applies when you edit the email or phone of an existing lead. An existing lead can be edited as usual as long as you leave the email and phone alone. If you mistyped a contact detail, fix it: the warning disappears as soon as you change the field.
Notes and the notes history
When you change the Notes field the previous version isn’t lost: it stays in the notes history on the lead detail page. That’s how you can see how the approach and the situation changed over time.
Date format
In lists and on the detail page lead dates are always shown as DD/MM/YYYY. In forms you use your device’s normal date picker.