How do I keep track of which customers I've called back?

You track this in the Leads tab, under the Customers heading in the left menu.

1. Click Leads.
2. Open the lead you want.
3. Set its status with one tap: New, Called back, Won, or Not a fit.

You can add a note to a lead too. Write down what was said or the quote you gave, so you remember it next time you talk.

You can also set a follow-up date. That way a customer you meant to call next Tuesday doesn't get forgotten.

Once your leads have a status, the filter buttons show you exactly who still needs a call. No more guessing.

Why this matters

Money gets left on the table when a callback slips your mind. Keeping status on every lead means you follow up with everyone and close more jobs.