DFS
CRM
v3.3
Pipeline
All Leads
Follow-ups
Dashboard
Settings
⬆ Import
○ connecting
+ Lead
You:
D
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Delete
Details
Activity
Follow-ups
Stage
Email
Phone
💬
Company
Source
Assigned To
Duane
Taylor
Becca
Payment
Pending
Paid
Refunded
Session Date
Amount ($)
total collected
Session Fee ($)
session only (excl. images)
Session Location
What's prompting their search for headshots?
Lead Type
Individual
Team / Corporate
Event
Job Type
— Select —
Studio Headshot Session
On Location Headshots
New Hire Session
Event Photography
Other
Profit Center
— Select —
Duane Headshot Sessions
Becca Headshot Sessions
On Location Teams
Headshot Booth
New Hires
Product
— Select —
Digital Images - BR
On Location Headshots
New Hire Session
Tips
Manual Entry Products
Session Notes
— flows to Taylor's editing task
WetTransfer Link
Images Selected
— Becca cross-check
💰 Commissions & Costs
Image Sales $
Event Duration
Not an event
Half Day (4 hrs)
Full Day (8 hrs)
Becca Hours (studio)
Becca assisted Duane
✓ Complete Session & Send to Taylor
Note
Call
Email
Text
Log
Schedule follow-up
Add Follow-up
🎉 Session Complete
This will move the lead to Completed and send an editing task to Taylor automatically.
Client
Images Selected
*
Taylor will edit exactly this many. Becca can update this from the lead panel if needed.
WetTransfer Link
(optional — can add later)
New Lead
Full Name
Email
Phone
Company
Source
Stage
Inquiry
Call Scheduled
Call Complete
Proposal Sent
Paid / Booked
Assign To
Becca
Duane
Taylor