# Leads

<p class="doc-lead">Browse CRM leads from the <b>Home</b> tab, log calls and meetings, manage reminders, and convert qualified leads to customers.</p>

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<p class="doc-toc-title">On this page</p>
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<span class="doc-toc-group-title">Leads</span>
<div class="doc-toc-links">
<a href="#/field-sale-app/leads?id=overview">Overview</a>
<a href="#/field-sale-app/leads?id=lead-list">Lead list</a>
<a href="#/field-sale-app/leads?id=lead-view">Lead view</a>
<a href="#/field-sale-app/leads?id=lead-reminders">Reminders</a>
<a href="#/field-sale-app/leads?id=lead-activity">Activity log</a>
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<h2 id="overview">Overview</h2>

Open **Home** → **Leads** to browse CRM leads. Tap a lead to open the detail view, or use **CREATE NEW** at the bottom of the list to add a lead in the field.

For the full web CRM workflow — pipeline status, convert to customer, opportunities, and reports — see <a href="#/crm/lead">CRM → Leads</a> in the web documentation.

When a **route** is selected at the top of the Home tab, the lead list is filtered to leads on that route.

Lead reminders due today or overdue also appear under **Reports** → **My Tasks** (see [Reports](field-sale-app/reports.md)). The web equivalent is <a href="#/crm/reports/my-tasks-report">My Tasks Report</a> or <a href="#/crm/crm-reminder">Reminders</a>.

> Screenshot pending for lead list and lead view screens.

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<h2 id="lead-list">Lead list</h2>

The list shows active leads with company name and current **Lead Status**.

<h3>Search and filter</h3>

- **Search leads…** — matches company name, phone, or contact first name.
- **Status** — filter by lead status, or choose **All**.
- Pull down to refresh; scroll to load more leads (30 per page).

<h3>List item</h3>

Each row shows:

- Company name
- Lead status name (subtitle)

Tap the row to open the lead view.

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<h2 id="lead-view">Lead view</h2>

The lead detail screen shows company and contact information and provides CRM actions for follow-up in the field.

<h3>Header fields</h3>

| Field | Description |
|-------|-------------|
| **Company** | Lead company name |
| **Contact** | First and last name of the contact |
| **Phone** | Tap to call |
| **Email** | Contact email |
| **Address** | Lead address |
| **Job Title** / **Department** | Contact role details |
| **Lead Source** | How the lead was acquired |
| **Lead Status** | Current CRM status |
| **Notes** | Free-text notes on the lead |

<h3>Quick Actions</h3>

| Button | Purpose |
|--------|---------|
| **Notes** | Add a general note to the lead activity log |
| **Log Call** | Record a phone call with outcome and notes |
| **Log Meeting** | Record a meeting with outcome and notes |
| **Log Visit** | Start a GPS-tracked field visit for this lead (when visit logging is enabled) |

<h3>Location</h3>

The lead **Location** section uses the same map flow as customers: **Get My Location**, drag the marker if needed, then **Save Location** or **Update Location** to store coordinates for future visits.

When the lead has map coordinates, a **Directions** (navigate) icon appears on the map (bottom-right). Tap it to open turn-by-turn directions in the device maps app (**Apple Maps** on iOS, **Google Maps** on Android).

<h3>Convert to Customer</h3>

When the lead is not already converted, a **Convert to Customer** button creates a customer from the lead data (name, contact, address, phone, email, route, and map coordinates). On success the app opens the new **Customer** view and updates the lead status.

<h3>Edit and delete</h3>

Edit and delete icons appear in the header when permitted by the user role.

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<h2 id="lead-reminders">Reminders</h2>

The **REMINDERS** section lists scheduled follow-ups for the lead.

<h3>Reminder types</h3>

| Type | Label in app |
|------|----------------|
| Call | **Call** |
| Meeting | **Meeting** |
| Follow Up | **Follow Up** |
| Task | **Task** |
| Custom | **Custom** |

<h3>Reminder states</h3>

| State | Meaning |
|-------|---------|
| **Pending** | Due and awaiting action |
| **In Progress** | Active visit or meeting in progress |
| **Snoozed** | Postponed until a later date/time |
| **Done** | Completed |
| **Cancelled** | Cancelled |

<h3>Actions on a reminder</h3>

- **Set Reminder** — create a new reminder (title, type, due date/time, priority, optional end time, notify-before options)
- **Done** — mark the reminder complete
- **Snooze** — postpone to a future date/time
- **Check In** / **Check Out** — for meeting-type reminders with visit tracking; records GPS check-in/out at the lead location

Snoozed reminders show **Snoozed until** with the new due time.

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<h2 id="lead-activity">Activity log</h2>

Below reminders, a timeline lists recent lead activity:

- **Notes** entries
- **Logged call** — with optional outcome
- **Logged Meeting** — with optional outcome

Each entry shows how long ago it occurred and any notes added. New entries appear after using **Notes**, **Log Call**, or **Log Meeting** from Quick Actions.

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<h2 id="faq">FAQ</h2>

<p><b>Can I create leads offline?</b><br>
New leads and activity logs save locally and sync when online. Mandatory fields from <a href="#/crm/crm-settings">CRM Settings</a> apply on sync.</p>

<p><b>Why is Check In unavailable on a reminder?</b><br>
Check In and Check Out apply to meeting-type reminders on leads with location data. Customer-linked web reminders may hide check-in — use lead-linked meetings for field visits.</p>

<p><b>How do I get directions to a lead?</b><br>
Open the lead detail view and tap the <b>Directions</b> (navigate) icon on the map. The device opens Apple Maps (iOS) or Google Maps (Android) with directions to the lead pin. The lead must have map coordinates saved first.</p>

<p><b>What happens when I snooze a reminder?</b><br>
Status moves to Snoozed and the due time updates. Notifications reschedule to the new due time.</p>

<p><b>Can I convert a lead to customer from the app?</b><br>
Lead conversion is a web CRM action. Use the app to update status, log activity, and schedule follow-ups until conversion on the web.</p>

<p><b>Do lead changes sync to the web CRM?</b><br>
Yes. Edits, reminders, and activity logs sync to the same lead record visible under <a href="#/crm/lead">Leads</a> on the web.</p>

<p><b>Why don't I see the Leads tile?</b><br>
Grant CRM Lead list access on the Field Sale App user role.</p>

<p><b>What is In Progress reminder state?</b><br>
Used when a meeting visit is active — often between Check In and Check Out on a meeting reminder.</p>

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<h2 id="related">Related topics</h2>

- [Customers](field-sale-app/customers.md)
- [Reports](field-sale-app/reports.md) — My Tasks
- [Settings](field-sale-app/settings.md) — user defaults