Where it lives
Sidebar → Leads for the pipeline. Sidebar → Inbox for Messages and Email Intake.
Move the lead
- Open the lead or use Add lead when the inquiry is not already in HandyDesk.
- Confirm the source, customer details, requested work, photos, and conversation context.
- Move work through New → Quoted → Scheduled → Finished as it progresses.
- Use Inbox when the next job is replying, matching a conversation, or reviewing incoming email.
Inbox filters
Needs Reply is the fast work queue. Other filters include Sent, Leo Reviewed, Identified, and Spam.
What happens next
The customer, source, and conversation stay connected so the next estimate or job can continue from the same context.
Good to knowIf a conversation is unmatched, identify the customer before creating another client record. That prevents split history.