Adding Notes and Follow-Ups
Updated August 2026
Adding notes
Open any lead in your pipeline to see the lead detail page. Here you can add notes — record conversations with the homeowner, details about the project, quotes you have discussed, or any other information you need to remember.
Notes are timestamped and displayed in chronological order, creating a complete history of your interactions with each lead.
Setting follow-up reminders
On the lead detail page, you can set a follow-up date. This is a reminder to contact the homeowner again on a specific date. Follow-up dates appear on your dashboard and in your pipeline, so you always know which leads need attention.
- 1Open the lead you want to add a follow-up to.
- 2Click "Set Follow-Up" in the Next Action section.
- 3Choose a date for the follow-up.
- 4Add a note about why you are following up.
- 5Click "Save".
Set a follow-up date for every lead after you make contact. A well-timed follow-up is often the difference between winning and losing a job.
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