When to update a lead record

Lead details should be updated whenever new information comes in from a phone call, callback, text message, or site conversation. Current records help your office and estimator work from the same facts when the lead moves to quoting.

• Update details after every meaningful customer conversation.
• Adjust status as the enquiry moves through your sales pipeline.
• Capture new notes while the context is still fresh.

Details to confirm before saving

Start with the core fields at the top of the lead page, then check the commercial context fields used by your team for follow-up and reporting.

• Full Name: keep the customer name clear and correctly spelt.
• Status: choose the stage that matches current progress, such as New, Contacted, Site Visit Scheduled, Quoted, Won, or Lost.
• Email and Phone: confirm best contact channels before the next call or message.
• Address: keep the site location accurate for quoting and visit planning.
• Fence Type: select the requested style so the lead reflects likely quote scope.
• Marketing Source: keep source attribution up to date for pipeline review.
• Message / Initial Notes: capture context that helps the next team member continue the conversation.

Update lead details in Fencify

1. Open the lead from your Leads list.
2. Review and edit the customer fields in the Lead Details panel.
3. Set the current pipeline status to reflect where the enquiry now sits.
4. Update marketing source and fence type if new information has been confirmed.
5. Add or revise the message notes so the record explains the latest customer position.
6. If a visit time is known, enter the Schedule Site Visit date and time.
7. Click Update Lead Details to save changes.

Once saved, the lead record stays ready for the next workflow step, including quote preparation and team handover.

Checks after you save

Take a quick review pass to make sure your update supports smooth execution across sales and estimating.

• Confirm contact and address fields reflect the latest customer confirmation.
• Confirm the selected status matches current action ownership.
• Confirm notes are specific enough for another team member to continue without rework.
• Confirm the visit date is correct if a site visit has been scheduled.