Work a lead: status, owner and notes

Each lead carries a status, an owner and a note trail your whole team reads. All three sit in one panel and save the moment you set them.

Before you start

A Portal sign-in that reaches the project's Leads tab. Opening the tab and finding a lead is covered in View project leads.
Anyone you want to assign must already be on the project's Agents tab. Vision Pitch puts them there — ask, naming the project and the person. Nothing assigns a lead on its own.

Steps

Open the project, click Leads, then click the row. The lead opens in a panel on the right.
Set Status at the top of the panel: New, Contacted, Qualified, Won or Lost. Any status can follow any other.
Set Assigned to. The list holds the agents on this project, plus Unassigned. Someone marked Not yet invited can be assigned, and cannot open the lead until they accept their invitation.
Act on the lead from the same panel: Call, Email, or Copy to put the name, email and phone on your clipboard.
Correct a detail with Edit — Name, Email, Phone, Unit or lot — then Save changes.
Under Notes, write what happened and what to do next, then click Add note.

Notes are shared, and deleting one is final

Every note shows its author and time and is readable by everyone who can see the lead. Newest sits at the top, and a changed note is marked (edited). Edit and Delete appear only on notes you wrote. Delete asks Delete this note? once, then removes it permanently.

Delete a lead

Delete lead asks Delete this lead? It can be restored. and confirms with Lead deleted. It can be restored. The enquiry is hidden rather than erased, and the Portal has no screen that brings one back. Ask Vision Pitch if you need a deleted enquiry again, and delete only what you are sure about.

What you see when it worked

A status change confirms with a message naming the status, such as Marked contacted., and the badge on the row changes. An assignment confirms with Assigned to and the person's name; clearing it gives Unassigned. A saved edit gives Lead updated. Notes give Note added., Note updated. and Note deleted. Everything writes straight through, so a message you do not see is a change that did not save.

If it does not work

What you see	What to do
`No Agents on this project yet. Add them on the Agents tab first.`	Nobody is on this project. Ask Vision Pitch to add an agent, then reopen the lead.
`The assigned agent is no longer on this project. Pick someone else to clear this.`	Pick another agent, or ask Vision Pitch to put the original one back.
`Could not update the status.` or `Could not change the assignee.`	Nothing was saved. Try again.
`A note cannot be empty.`	Type something before Add note.
`Could not add the note.` or `Could not update the note.`	Try again.
`Could not load notes.`	Close the panel, then open the lead again.
No Edit or Delete under a note	Someone else wrote it. Add your own note instead.
A lead you deleted is gone and you want it back	Nothing in the Portal restores one, whatever the message said. Ask Vision Pitch.