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  1. Projul Knowledge Base
  2. How Do I Use Projul?
  3. Lead Pipeline

Lead Pipeline

  • Lead Pipeline: A Complete Breakdown
  • How can I add a lead capture form to my company website?
  • How does the "To Estimate" section function within Projul's Lead Pipeline feature?
  • How do I use the "To Contact" phase in the Lead Pipeline?
  • How do I use the "To Schedule" phase in the sales pipeline?
  • How do I use the "To Write" phase in the Lead Pipeline?
  • How do I create a new project lead?
  • How do I merge lead sources?
  • How do I add the source of a lead to my Project Lead?
  • How do I reject a project lead and where do rejected leads go?
  • How do I schedule a follow-up task to a lead?
  • How do I move a lead/estimate out of the "To Revise" status?
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