Editing and Managing Leads

Opening a Lead

Tap any lead card in your pipeline or list view to open it up. You'll see all the details you entered — name, contact info, job description, and the current status. Everything here is editable.

Editing Lead Details

Need to update something? Just tap the field and change it. Common edits include:

• Correcting a phone number or email
• Adding an address you didn't have earlier
• Updating the job description after a site visit — "Was just a leaking tap, turns out the whole bathroom needs doing"
• Changing the estimated value

Changes save automatically. No need to hunt for a save button.

Adding Notes

The notes section is your best friend. Use it like a diary for that lead. Every call, every conversation, every detail — stick it in the notes.

Example notes:
"14 Feb — Spoke to Sarah, she wants the work done before Easter. Husband Dave is the one paying."
"16 Feb — Visited site. Access is tight, need smaller van. Quoted £2,400."
"19 Feb — Chased up. Sarah says they're comparing two other quotes."

When you come back to this lead in two weeks, you'll know exactly where you left off. Trust us — your memory isn't as good as you think it is.

Scheduling Visits

Need to book a site visit or follow-up? Tap Schedule Visit on the lead and pick a date and time. You can add a note about what the visit is for.

Scheduled visits show up in your calendar view and you'll get a reminder notification so nothing falls through the cracks. Dead handy when you've got ten leads on the go and can't remember who you're supposed to see on Thursday.

The Returning Customer Badge

Spot a little 🔄 Returning badge on a lead? That means this customer has used you before. A.X.E.L automatically matches new leads to existing customers by phone number or email.

Why does this matter?

• You can see their full history — previous jobs, quotes, invoices
• Returning customers are gold. They already trust you. Prioritise them.
• It saves you asking daft questions like "have we done work for you before?" when they're already in your system

If a customer comes back, treat them like royalty. Quick response, fair price, good job. That's how you build a business that runs on reputation.

Archiving vs Deleting

Finished with a lead? You've got two options:

• Archive — hides it from your active pipeline but keeps all the data. Use this for leads that are done, whether you won or lost them. You can always find archived leads in the Archive section if you need to dig something up.
• Delete — gone for good. Use this for spam, wrong numbers, or duplicates. Once deleted, you can't get it back.

Rule of thumb: Archive everything, delete almost nothing. That customer who said no today might call you back in six months. If you've deleted them, you're starting from scratch. If you've archived them, all the history is right there.

Bulk Actions

Got a load of stale leads to tidy up? In list view, long-press to select multiple leads, then use the action bar at the bottom to archive, delete, or change status in bulk. Great for a quarterly clean-up of your pipeline.

Keep It Tidy

Your pipeline works best when it reflects reality. If a lead's gone cold, mark it Lost. If you won the job, mark it Won. If it's been sitting in "New" for a month and you never called them back — be honest with yourself and archive it. A clean pipeline means you can trust what you see at a glance.