Lead tracking

A lead is a potential booking: someone interested in hiring your org. The Leads page collects every inquiry, whether it came through your public intake form or was added by hand, so nothing gets lost between “they reached out” and “it’s on the calendar.”

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Open the pipeline

1. In the sidebar, open Business → Leads.
2. Review inquiries, update them, or convert qualified leads to gigs.

The Leads page opens on the Leads tab. A Sponsors tab sits next to it for organizations with the CRM turned on, and a Discovered tab appears for organizations with lead discovery turned on. There’s no separate Sponsors sidebar item.

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Leads at a glance

The top of the page shows four metrics: Filter the list by stage and search by name, contact, location, or event type. Each plan includes a number of new bookings and leads per month: 25 on Starter, 100 on Pro, 500 on Team, and no limit on Enterprise. Requests past that number are still received, but their details stay locked until you upgrade or the next month starts. A notice at the top of the page counts them.

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Kanban and Table views

Switch between two views of the same leads:

• Kanban shows a column per stage. Each column header shows its lead count and the budget the column starts from, summed across the leads that have a budget. Each card shows the lead’s Budget, event Date, a countdown to the event, its owner, and a status badge:

  Badge	When it shows
  Date passed	The event date is in the past and the lead is still open.
  Not quoted	The event is 14 days away or less and the lead is still New or Qualified.
  Unassigned	No one owns the lead.
  Stale	The lead has been New for more than 7 days.
  On track	None of the above.

• Table lists leads with Prospect / Company, Event, Date, Budget, Source, Stage, and Owner columns. Click a column header to sort.

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Lead owners

Every lead can have an owner: a staff member responsible for following up. Set or change the owner from the owner picker on a Kanban card, in the Table’s Owner column, in the lead’s detail panel, or when you create or edit a lead. Only staff members appear in the picker. Choose Unassigned to clear the owner.

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What a lead tracks

Each lead record holds the details from the inquiry: Open any lead to see its full details, when it was submitted, and its stage.

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Lead stages

Leads move through pipeline stages: Move open leads between New, Qualified, and Quoted using the stage dropdown. Use Convert to Gig to mark a lead Won, or Mark Lost when it won’t convert. Open leads can be edited, converted, or deleted; Won and Lost are closed. Once a lead is converted, its card shows a Gig Created badge that links to the gig and a Customer badge for the record it created.

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Actions on a lead

Open a lead to see its full detail and act on it:

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Add leads to the pipeline

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Create a lead manually

Use Create Lead when an inquiry arrives by phone, email, referral, or social media.

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Collect leads from public intake

On Team and Enterprise, the Offerings page shows a Public booking form card so you can share the form without a Soundcheck login:

• Copy link or Open shares your booking form URL.
• Copy code copies an <iframe> snippet to drop the form straight into your own website.

Every request submitted through the form lands on the Leads pipeline as a new lead.

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Find leads before they reach out

Organizations with lead discovery turned on get a Discovered tab: Soundcheck shows you prospects that match your service area, and you accept the ones worth pursuing straight into this pipeline.

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Convert a lead

When a lead becomes a real booking, convert it. Soundcheck creates the gig, creates or reuses a customer, adds a primary contact, and links that customer to the gig.

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Best practices

• Review open leads regularly and follow up while interest is fresh.
• Add notes to the lead’s message context after each conversation.
• Convert only once the event details are firm enough to create a gig.
• After converting, use customers and venues to keep repeat work organized.

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Related pages

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Related reading