Overview

If you’re receiving leads, your Leads table is where they're managed.

All status updates sync automatically to your partner’s Leads table, so they always see the most up-to-date information.

How to Update Leads

Toggle Comarketing Mode on and click Leads from the left menu.
Find the lead and select the correct Status from the dropdown.
If the job is won, enter the Job Value to update your metrics automatically.

Lead Statuses (What They Mean & When to Use Them)

Won 🏆

Use when the lead becomes booked work or a paying customer.
When marking a lead as Won, you must also enter the job value.

Lost ❌

Use when the lead doesn’t move forward (unable to reach, declined service, not a fit, long period of time without response, or chose another provider).

Contacted 📞

Use after you’ve reached out to the client by phone, text, or email and are waiting on a response.

Pending 🟡

Use when the lead is new and has not yet been contacted.

Estimating ✏️

Use when you are actively preparing an estimate or quote, but the work is not yet scheduled.

Scheduled 📅

Use when an estimate, inspection, consultation, or service appointment has been booked.

Attempted To Contact 📱

Use when you’ve tried to reach the client but haven’t connected yet (voicemail, missed call).

Entering a Job Value

Job values can be entered only when a lead is marked as Won.

Enter the actual revenue from the job, or the expected value if work is upcoming.

Job values help you track:

ROCS (Return on Comarketing Spend):
- (Total Won Deals ÷ Total Spend) x 100
CAC Rate (Customer Acquisition Cost)
- Total Spend ÷ Total Leads

How Status Syncing Works

Any status update you make appears instantly in the agent’s Leads table
Agents only see the current status, not previous changes
You can update or reset a lead’s status at any time as the situation changes

This keeps partners informed without extra emails, texts, or follow-ups and helps them feel confident sending you future clients.