Leads and clients

Every contact carries a type. It shows as a badge in the Type column of your list and under Contact type on their Overview tab.

Lead. Someone who might work with you. They've inquired, filled in a form, or you've added them after a conversation.

Client. Someone who has.

What turns a lead into a client

CoreHue changes the type for you the first time any of these happens:

• A booking is created for them, whether you made it, they booked themselves, or they accepted a proposal that created one
• A payment is recorded against one of their invoices, online or by hand
• They sign a contract

All three mean the same thing in practice: this stopped being a maybe.

There's no ceremony to it and nothing to confirm. You'll notice the badge has changed, and that's it. The change only ever runs one way. Nothing turns a client back into a lead on its own.

Setting it yourself

You choose the type when you add a contact, and you can change it afterwards with Edit on their record. That's useful when someone is obviously a client from a job you did before CoreHue. It also lets you mark a long-dormant contact back down.

Intake forms carry the same choice. Each form decides whether its submissions arrive as leads or clients. See Building a form.

Why the distinction is useful

It tells you where your work actually is. A list of 200 contacts means little. Split into 40 clients and 160 leads, it tells you something about your conversion and your follow-up.

It makes filtering worthwhile. Your contacts list filters by type, so "everyone who hasn't committed yet" is one click. That's your follow-up list.

It keeps a real client list clean. When you want to look at everyone who has actually booked or paid, you don't want a year of dead inquiries in there.

Filtering

The contacts list has a type filter with three settings: All contacts, Leads and Clients.

A second filter covers status: Active, Archived and All contacts. Archiving is covered in Archiving contacts.