01 Enquiry
LeadsExample data
New 1Contacted 2Consultation 1Proposal 1Booked 3
Convert to a wedding
The first message
An enquiry arrives and is not lost.
Log the lead with the date, the venue they have in mind and what they said, then move it along the pipeline from New to Booked. When they say yes, converting copies the names, date, venue, guest estimate, budget, package and notes into a new wedding. Nothing is typed twice.
- YouEvery lead with its stage and the next call to make.
- ClientA reply that comes from you, not from a form.





