# Lead Management Capture leads from your branded contact page or embed forms on your website. Receive instant notifications, organize in CRM, convert to quotes, and track source/status. ## Lead Capture ### Branded Contact Page Share your branded contact page URL (`powerlily.io/yourcompany/contact` or custom domain) on social media, marketing materials, and campaigns. ### Embedded iFrame Embed the form directly on your website. Click **"iFrame"** on your contact page, copy the code, and paste into your HTML: ```html <iframe src="https://powerlily.io/yourcompany/contact" width="100%" height="800" frameborder="0"> </iframe> ``` Adjust width and height as needed. ## Notifications All team members receive in-app and email notifications (sent to company email, set in settings). Notifications include customer name, email, phone, address, message, source, and timestamp with quick actions to view, create quote, assign, or add notes. ## Viewing Leads Go to **CRM** → **Leads**. List shows name, contact info, date, status, assignment, and quick actions. Details page shows full contact info, address, message, source, activity history, notes, and related quotes with actions to create quote, email, call, schedule, add notes, change status, assign, or mark converted. ## Converting to Quotes Click **"Create Quote from Lead"** to auto-fill name, email, phone, address, and custom fields. Continue to [[Quotes/Selecting Imagery|select imagery]], design, price, and send. ## Organization ### Status Track progress: New, Contacted, Qualified, Quote Sent, Negotiating, Won, Lost. Updates manually or automatically on actions. ### Assignment Assign leads to sales reps, territory managers, or project managers. ### Notes Document conversations, site visits, preferences, and follow-up plans. Visible to team. ## Lead Sources Track where leads come from (contact page, website, referral, campaign, social, trade show, ad). Attribution is automatic from form submission, referral links, and campaign parameters, or can be added manually. ## Follow-Up Log activities (calls, emails, site visits, meetings). Create tasks with due dates, assignments, and reminders. ## CRM Integration Leads flow seamlessly: submitted → notified → reviewed → qualified → quote created → proposal sent → tracked → won → project created. View pipeline in Kanban board. ## Analytics Track total leads, source, conversion rate, response time, quote rate, win rate, and revenue per lead. ## Troubleshooting **Not receiving notifications?** Check company email setting, spam folder, notification settings, and permissions. **iFrame not displaying?** Verify embed code, iframe permissions, and width/height settings. **Lead data missing?** Check form submission and review in system. --- **Next:** [[Creating a Quote From a Lead|Create Quote from Lead]] | [[CRM/Overview|CRM Overview]]