Leads and Website Lead Intake
Guides for capturing, reviewing, updating, de-duplicating and converting fencing enquiries.
Manage leads with list and status workflow
Follow the leads list and status workflow in Fencify, including list filters, Kanban status updates, and lead actions for quote progression.
Create a lead manually
Learn how to create a lead manually in Fencify, including required details, fence type selection, and the automatic status applied on save.
Edit lead details
Learn how to edit lead details in Fencify so your team can maintain accurate contact data, pipeline status, and next-step scheduling.
Schedule a site visit from a lead
Learn how to schedule a site visit from a lead in Fencify, including the date and time field, lead status updates, and calendar visibility checks.
Complete lead survey details
Learn how to complete lead survey details in Fencify, including existing fence conditions, ground and access selections, surcharge options, and review checks before quoting.
Detect duplicate leads
Learn how to detect duplicate leads in Fencify, including when to scan, how to review confidence matches, and what to check before merging or continuing with the lead.
Merge duplicate leads
Learn how to merge duplicate leads in Fencify, including which lead to keep, how to run the merge action, and what linked records update after merge.
Create a quote from a lead
Create a draft quote directly from a lead, then build pricing, runs and items in Quote Builder before moving the quote forward.
Convert an accepted quote to a project
Convert an accepted quote into a project in Fencify, including pre-conversion checks, lead and quote conversion paths, and post-conversion checks on the new project record.
Public lead intake endpoint
Learn how to use the Fencify public lead intake endpoint, share the website embed snippet, collect the right enquiry details, and confirm incoming website leads are ready for action.