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Leads live under Sales → Leads in the sidebar, on the Pipeline page. They’re available on Team and Enterprise plans for organizations with CRM features enabled. If you don’t see Leads, contact support.
A lead is a potential booking: an inquiry from someone interested in hiring your organization. The Pipeline page collects every inquiry — whether it came in through your public intake form or was added by hand — so nothing slips through the cracks between “they reached out” and “it’s on the calendar.”

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Open the pipeline

  1. In the sidebar, open Sales → Leads.
  2. Review inquiries, update them, or convert qualified leads to gigs.
The page opens on the Leads tab. A Sponsors tab sits alongside it for organizations that track sponsor relationships.

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Pipeline at a glance

The top of the page shows three metrics: Filter the list by All, Pending, or Completed, 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 status.

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Lead statuses

Leads move through two states: 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

Every organization gets a public intake form. Share it so prospects can submit booking inquiries 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.

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 pending 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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