Documentation Index
Fetch the complete documentation index at: https://docs.soundchecklive.io/llms.txt
Use this file to discover all available pages before exploring further.
Lead tracking is available on Team and Enterprise plans for organizations with CRM features enabled.
Open leads
- Go to CRM.
- Select Leads.
- Review new inquiries, update status, or convert qualified leads to gigs.
What leads track
| Field | Description |
|---|---|
| Contact name | Who made the inquiry |
| Email and phone | How to follow up |
| Event type | Wedding, corporate, private event, showcase, and more |
| Potential date | When the event might happen |
| Venue | Where the event may happen |
| Budget | Expected budget or quoted amount |
| Source | How the lead found you |
| Notes | Follow-up details and context |
| Status | Current pipeline stage |
Lead statuses
Use lead status to keep follow-up organized:| Status | Meaning |
|---|---|
| New | Fresh inquiry that has not been contacted |
| Contacted | Initial outreach has been made |
| Qualified | The opportunity looks viable |
| Negotiating | Terms, date, or scope are being discussed |
| Completed | Lead was converted to a customer and gig |
| Lost | Lead will not convert |
Common actions
Create a lead manually
Use New lead when an inquiry comes in by phone, email, referral, or social media.Collect leads from public intake
Share your public lead intake link to collect booking inquiries without requiring a Soundcheck login.Lead intake
Learn how public lead intake works.
Convert a lead
When a lead becomes a real booking, convert it to a gig. Soundcheck creates the gig, creates or reuses a customer record, adds a primary contact, and links that customer to the gig.Converting leads
See the full lead conversion flow.
Best practices
- Review new leads daily.
- Keep status current so your pipeline is accurate.
- Add notes after each conversation.
- Convert only once event details are strong enough to create a gig.
- Use customers and venues after conversion to keep repeat work organized.
Related reading
Start and scale an entertainment agency in 2026
How agencies build talent rosters, manage leads, and scale booking operations.
The hidden cost of disorganized gig ops
Why mismanaged lead-to-booking pipelines cost real revenue.