Leads are the lifeblood of your business. Creating and managing them efficiently in SubcontractorHub means no potential customer falls through the cracks — every opportunity gets tracked, followed up on, and moved toward a sale.

Click on the “Leads” tab on the left-hand side.​

Click on the “Add Lead” Button.

Fill out the lead’s personal information:address, name,andcontact information. You can also assign asetterto the lead. Some information may be required fields set by your organization.

In the basic information section, you can select thejob type,lead sourceand select a connectedEPC installerfor the lead’s project (if applicable).​

Click “Save”.

You can now view your lead in the Leads tab.​Note:Setter and closer information for a lead can be updated based on roles, ensuring visibility is restricted according to your organization’s hierarchical needs. Setter:The team member responsible for contacting the lead, qualifying them, and booking an appointment with a closer. Closer:The team member responsible for presenting the proposal and finalizing the sale with the lead.

💡 A roofing company creates a new lead in SubcontractorHub as soon as a homeowner fills out their website form. The lead is instantly assigned to the next available sales rep, who calls within 5 minutes — beating the competition every time.