> ## Documentation Index
> Fetch the complete documentation index at: https://docs.instaforge.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Leads

> Everyone who showed interest, from the first question to paid.

The lead board shows everyone who showed interest, in five columns: **New**, **Contacted**, **Booked**, **Paid** and **Lost**. The assistant moves people forward on its own (asking a price makes a lead, booking moves it to Booked), and you can drag a card to any column.

<Frame caption="Leads: the stages (1), people waiting for you (2) and who invited them (3)">
  <img src="https://mintcdn.com/instaforge/B8AqbF46P_4W3pwQ/images/leads.png?fit=max&auto=format&n=B8AqbF46P_4W3pwQ&q=85&s=a58ab7099f06974761372741722ce1ce" alt="Leads: the stages (1), people waiting for you (2) and who invited them (3)" width="2600" height="1800" data-path="images/leads.png" />
</Frame>

## What each card shows

* Where they came from: a comment, a direct message, a story reply, an ad, the website chat, the booking page
* **Waiting for you** (2) when they asked for a person
* Their next appointment and its value
* **via @someone** (3) when a friend invited them (see [Bring a friend](/grow-sales/bring-a-friend))
* How long they've been in this stage

## Work the board

<Steps>
  <Step title="Start with New and Waiting for you">
    Open the card, read the conversation and reply.
  </Step>

  <Step title="Add a note and a reminder">
    Notes stay on the person. A reminder ("Call about the bridal package") appears on your home page at the time you set, and as an alert.
  </Step>

  <Step title="Move the card">
    Drag it to the right column, or mark it **Lost** with a reason.
  </Step>
</Steps>

<Info>
  The value on Booked and Paid cards comes from the service prices, so Insights can show how much the assistant booked.
</Info>


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