> ## 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
> Capture booking inquiries, keep the pipeline organized, and convert qualified leads into gigs and customers.
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](mailto:support@soundcheck.live).
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."
## 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.
## Pipeline at a glance
The top of the page shows three metrics:
| Metric | What it counts |
| ------------- | -------------------------------------- |
| **Leads** | Total inbound requests |
| **Pending** | Requests awaiting follow-up |
| **Completed** | Requests that were converted or closed |
Filter the list by **All**, **Pending**, or **Completed**, and search by name, contact, location, or event type.
## What a lead tracks
Each lead record holds the details from the inquiry:
| Field | Description |
| --------------- | ------------------------------------------- |
| Name | Who made the inquiry |
| Email and phone | How to follow up |
| Event type | Wedding, corporate, private event, and more |
| Event date | When the event might happen |
| Location | Where the event may happen |
| Budget | Expected budget or quoted amount |
| Message | The inquiry's own note or details |
Open any lead to see its full details, when it was submitted, and its status.
## Lead statuses
Leads move through two states:
| Status | Meaning |
| ------------- | ------------------------------------------------------------------------------------- |
| **Pending** | A new inquiry awaiting follow-up. Pending leads can be edited, converted, or deleted. |
| **Completed** | The lead has been converted to a gig (or otherwise 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.
## Add leads to the pipeline
### Create a lead manually
Use **Create Lead** when an inquiry arrives by phone, email, referral, or social media.
### 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 `