Working with Your Leads

The Sales page is your pipeline, every prospective client (a person who has reached out but is not yet a signed client) in one list. It is where you see who is waiting on you, how far along each prospect is, and which marketing brought them in, so nobody falls through the cracks between the first call and a signed retainer. Each row is one lead, and clicking it opens the full lead described in The Lead Page. This page is about working the pipeline itself.

Open, Closed, or All

At the top are three buttons that decide which leads you see, the same control you will recognize from the Cases page.

• Open is the default and shows the leads still in play, the ones you are actively trying to win. Outlaw remembers the choice between visits.
• Closed shows leads that are finished, whether you won them, lost them, or turned them away.
• All shows every lead regardless of where it ended up, which is what you want when you are looking one up after the fact.

The Sales Dashboard

Above the list you can show the Sales Dashboard, a funnel that visualizes how your prospects move from first contact toward a signed retainer and where they drop off along the way. It is a quick read on the health of your pipeline. The dashboard steps out of the way while you are searching or editing so it never crowds the work, and Outlaw remembers whether you keep it open.

Reading the Columns

Each lead shows its key facts across the row. Alongside the lead name and its clients, the list tells you which campaign or referrer sent the lead your way, the best contact method for the prospect, and, importantly, the stage the lead has reached.

The stage is the lead’s position in your pipeline, from the first scrap of contact information through a consultation to a signed and funded retainer (the full ladder of stages, and what each one means, lives on The Lead Page). On the list the stage is a read-only summary, color-coded so you can see the shape of your pipeline by scanning the column. You advance a lead by completing its milestones on the lead itself, not from this list.

On wider screens the list also surfaces the follow-up cues that keep a pipeline moving: the lead’s risk, when it was created, its next scheduled follow-up, how many touches (completed contacts) it has had, and the date of the last touch. Sorting by last touch, oldest first, is a fast way to find the prospects you have gone quiet on.

Finding a Lead

The search box matches the lead’s name, its clients, the referrer or payer behind it, the campaign that produced it, and the answers on its intake forms, with attached document text reachable through the deeper search options. So a search for a campaign or a referring attorney pulls up every lead they sent you. The shared search behavior is covered in Data Tables.

Adding a Lead

Use the add control on the toolbar to start a new lead. A lead needs only a name and at least one client to save; Outlaw seeds its pipeline milestones for you, so a new lead arrives ready to move forward. Editing a lead is open to everyone, while deleting one is restricted to administrators. As with the other lists, you can export the pipeline to a spreadsheet when you need it outside Outlaw.