DFS
CRM
Pipeline
All Leads
Follow-ups
Dashboard
Settings
○ connecting
+ Lead
You:
D
T
B
←
Delete
Details
Activity
Follow-ups
Stage
Email
Phone
💬
Company
Source
LinkedIn
Google Search
Referral
Website (other)
Phone Call
Instagram
Other
Assigned To
Duane
Taylor
Becca
Payment
Pending
Paid
Refunded
Session Date
Amount ($)
Session Location
What's prompting their search for headshots?
Lead Type
Individual
Team / Corporate
Event
Session Notes
— flows to Taylor's editing task
WetTransfer Link
Images Selected
— Becca cross-check
✓ 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
First Name
Last Name
Email
Phone
Company
Source
LinkedIn
Google Search
Referral
Website (other)
Phone Call
Instagram
Other
Stage
Inquiry
Call Scheduled
Call Complete
Proposal Sent
Paid / Booked
Assign To
Becca
Duane
Taylor