Within Buildxact when you set up a customer you can track them by type.

You can create your own Customer types.

In the Navigation menu click My Account - Customer Types. Click + to add new types, and then the orange tick to save.

To track a lead, set up a new customer, and choose "Lead".

Your Customers will then be sorted in the Navigation menu to the left by their types

When the lead becomes a quote you can update the type accordingly.

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