Leads vs clients
Every contact in CoreHue is either a Lead or a Client. The label splits your list in two, so you can see straight away who's booked and who you still need to follow up with.
| Type | Who it is |
|---|---|
| Lead | Someone who might work with you. They've inquired, filled in a form, or you've added them after a chat |
| Client | Someone who has committed: they've booked, paid or signed |
You'll see the type as a badge in the Type column of your contacts list, and under Contact type on their Overview tab.
What turns a lead into a client
CoreHue changes a lead to a client by itself the first time any of these happens:
- A booking is created for them, whether you made it, they booked on your booking page, or they accepted a proposal that created one
- A payment is recorded on one of their invoices, online or by hand
- They sign a contract
There's nothing to confirm. You'll just notice the badge has changed.
The change only goes one way. CoreHue never turns a client back into a lead by itself, so someone who booked once stays a client even if they don't book again.
Setting the type yourself
You choose the type when you add a contact, and you can change it any time:
- Open the contact and click Edit.
- Change Contact type to Lead or Client.
- Click Save.
That's handy when someone's obviously a client from work you did before CoreHue, or when you want to move a long-quiet contact back to leads.
Contact forms make the same choice for everyone who submits them. Each form's New contacts become setting decides whether submissions arrive as leads or clients. See Creating a contact form.
Using the split
On your contacts list, the type filter has three settings: All contacts, Leads and Clients.
- Leads is your follow-up list. Everyone who's shown interest but hasn't committed is one click away.
- Clients is your real client list, without a year of inquiries that went nowhere mixed in.
- Comparing the two counts gives you a rough sense of how many inquiries turn into work.
A second filter covers status (Active, Archived or All contacts). See Archiving and restoring contacts.
Frequently asked questions
Does sending a proposal make someone a client?
No. Sending a proposal doesn't change the type. Once they accept and it creates a booking, or they sign the contract or pay, they become a client.
Does a gallery make someone a client?
No. Creating or sharing a gallery doesn't change the type. Only a booking, a payment or a signed contract does.
Will a client ever go back to being a lead by themselves?
No. The automatic change only runs from lead to client. If you want someone back in your leads, change their Contact type with Edit.
Does the type change anything my contact sees?
No. Lead and client are labels for you. Your contact never sees them.