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Leads live under Business → Leads in the sidebar. On Team and Enterprise plans, the Pipeline page opens with Leads and Sponsors tabs. On Free, org admins may see Leads with a lock icon. Clicking shows a toast and doesn’t open the page; opening /leads directly shows a Team-plan paywall. Pro does not include Leads. If you don’t see Leads, contact support.
A lead is a potential booking: someone interested in hiring your org. Pipeline 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 (Team and Enterprise).
  2. Review inquiries, update them, or convert qualified leads to gigs.
Pipeline opens on the Leads tab. A Sponsors tab sits next to it for sponsor relationships. There’s no separate Sponsors sidebar item.

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Pipeline 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.

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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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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 Leads pipeline includes Open Intake Form and Copy Embed so you can share the public booking form without a Soundcheck login:
  • Open Intake Form opens your public form in a new tab so you can share the link.
  • Copy Embed copies an <iframe> snippet to drop the form straight into your own website.
Those actions are not under organization Comms & intake (that settings area is Notifications only). On Free, operators cannot open Leads, so they have no in-app copy of /lead-intake/{organizationId}.

Lead intake

How public lead intake works and what it collects.
You can also collect inquiries through branded portal forms built in JotForm or Form.io. A form set to the lead intake purpose lands in this same 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.

Converting leads

See the full conversion flow and where HubSpot- and Flex-sourced opportunities fit.

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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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