Leads module is a fully integrated client pipeline, letting you track incoming leads and your existing client proposals.
Manage lead status, create proposals, and progress deals through to approval, all within a kanban style view.
You can set deal values to forecast revenue, add temperature icons, and even use the Lead Detail view like you would a CRM: tracking the potential client’s status and touchpoint timeline, add notes and activities such as calls, email, meetings, and tasks.
In the Leads module you can:
1. Track new leads and deals from enquiry through to won proposal.
2. Track existing client proposals.
3. Manage your pipeline with timeline history, notes, and assigned activities.
4. Shape the board around how your practice actually sells, with your own pipeline stages.
The Leads Board
The Leads board let's you track your leads and simplifies pipeline management.
Track "Active Leads", 'Won Leads" and "Lost Leads".
Add new deals and existing client proposals.
Add deal values and temperature icons.
Filter by "Prospect" or "Client".
Search Leads or filter by "Deal Owner" or "Deal Temperature".
Track total deal values per status for clearer forecasting.
Your pipeline stages
The columns on your board are yours to set up. You can add stages, rename them, drag them into the order you work in, and delete the ones you don't use, so the board reflects your own sales process rather than ours.
If you skip straight from an enquiry to sending a proposal, delete the stages in between. If you want somewhere to park a proposal you've sent and chased twice, add it. Up to ten active stages.
Setting them up
Stages are edited in Lead Settings. There's a button for it on the board, which opens your lead settings in a new tab so you don't lose your place.
Your stages are shown as a track running down the page, with the lead count sitting against each one so you can see what you'd be moving before you change anything. Click a name to rename it in place, drag to reorder, and use the row at the bottom to add a new stage. Names are up to 50 characters and need to be different from each other.
Changes to stages save as you make them, so there's no Save button to remember.
Some stages are driven by your proposals
Four stages are tied to what's happening with a lead's proposal, and they're marked with an icon on the board and in your settings so you can tell them apart:
Proposal Draft
Pending Approval
Won
Lost
Leads move into these on their own as you send, revert, win or lose a proposal, which is the automation you'd want. You can rename them to your own language, but you can't delete them, because Socket needs somewhere to put a lead when its proposal moves on.
Everything else is yours. Enquiry and Discovery come as standard but you can rename or delete them like any other. Stages you add yourself sit wherever you put them among the active columns.
A lead can only sit in a proposal-driven stage if its proposal genuinely matches, so you can't drag a lead with no proposal into Pending Approval. If a drag is refused, Socket tells you what that stage needs. Worth knowing if you've renamed those stages, since the name alone won't tell you.
Where you put a card is where it stays
This is the part worth reading twice, because it changes how the board behaves.
Between proposal events, a lead stays exactly where you put it. So if you've sent a proposal and you move that lead into your own "Chased twice" stage, it stays there rather than springing back. It moves again when something actually happens to the proposal, such as it being won.
That's what makes your own post-proposal stages useful, and it's why the follow-up columns firms have been asking for now work properly.
You're also free to move a lead around out of the usual order. Socket will flag it when you move one outside the standard flow, but it won't stop you, because a renewal for an existing client might never need a proposal at all, and sometimes you just want to park something.
Where new leads arrive
New leads land in your leftmost stage, whether they come in from a form, your API, Zapier, an assistant, or you adding one yourself. So it's worth making the first column on your board the one you'd want new enquiries to appear in.
Deleting a stage that has leads in it
Socket won't leave leads stranded. If you delete a stage with leads in it, you're asked where to move them, and they're all moved in one go. If the stage is empty it just deletes.
You can only move them to one of your own stages, never into a proposal-driven one, because a lead's position in those has to be earned by its proposal rather than assigned in a tidy-up.
The Lead Detail Page
The Lead Detail page shows you the history of the Lead's record. Here you can:
Start a new proposal.
Add notes.
Track activities (calls, emails, meetings, and tasks).
Track detailed timeline of status changes and activities.
Link the lead to an existing proposal.
Edit the lead's details.
Mark the lead as lost.
The lead's current stage is shown here too. To move a lead between stages, drag it on the board.
Read this guide to learn how to add activities and notes to a Lead record.
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