**Leads keeps every enquiry in one place — who it is from, which works and artists it is about, who is looking after it and when to follow up — from the first contact to the sale, or to an exhibition, a press feature or any other goal you set. This article describes Leads in WrkLst 10.**

## What a lead is

A lead is one conversation with one person about something you want to achieve: selling a work, placing an artist in an exhibition, getting a press feature. It holds the person, the works and artists it is about, who looks after it, when to follow up, and a timeline of everything that happened. Leads come in from many places — a collector writing in, an enquiry from a presentation or your website, a works mail you sent — and you move each one on until it is won or lost.

**Everything you recorded as interest before is already there**, as leads under **Long-term**. The word on contacts and works has changed with it: the contact's section is now **Leads & waitlists**, and the action menus of contacts, works and the basket offer **Lead**.

## Your leads and everyone's

Open **Leads** in the main menu. It opens on your own leads: the ones assigned to you, the ones you look after as the second person, and the unassigned ones you entered yourself. The **Mine** / **All** button beside the view switch shows every lead, and an **Unassigned** pill tells you when leads are still waiting for someone — a click lists them.

Whether a role may see other people's leads at all is set per role in **Settings › User Roles**; the administrator and full-employee roles always may. Without that right, a person sees only their own leads, everywhere in WrkLst.

## List, board and calendar

The view button switches between three views; search, filters and **Mine** / **All** carry over.

* **List view** — by default grouped **By contact**: each contact shows what is open and for which goals, how many artworks, what the sales are worth and when something last happened, with their earlier leads folded away below. **By lead** shows one lead per line. Tabs above the list filter by stage — **All open**, **New**, **In contact**, **Offer**, **Hold**, **Sale**, **Lost** and **Long-term** — and **Order** sorts by newest, oldest, recently changed, longest in their stage or most important.
* **Board view** — a column for each stage except **Long-term**. A lead appears in every column where it has artworks, and each card lists only the artworks at that stage; "+2 in In contact" says where the others are. Drag one artwork by its own handle, all artworks on a card by the card's handle, or use **Move to**. Each column counts its leads and its artworks and adds up what is in it, per currency. The board is not offered on phones.
* **Calendar view** — a month or a week, and on a phone a day-by-day agenda: what is due for follow-up and what happened when. Overdue follow-ups stand out from those due today, and on today's date the calendar says how many are overdue — one click lists them. A click on a follow-up opens the lead; a click on what happened opens it at that point of its timeline.

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**Filter leads** narrows any view to leads **Waiting for a reply** (new for more than 24 hours), **Follow-up due**, **Follow-up overdue**, one person they are **Assigned to**, one **Contact**, **Artist**, **Artwork**, **Exhibition** or **Presentation**, your **Tags**, a **Channel** or a **Source** — where the lead came from, such as **From your website** or **From a presentation**. When your account uses more goals than sales, the **Goal** menu in the toolbar shows one goal, all of them, or all except sales.

## Creating a lead

* On the **Leads** page with **New lead**; if your account uses several goals, choose the goal first.
* From a contact, a work or the basket with **Lead** in the action menu — the lead starts with that person, that work and its artist, or all the works in your basket.
* From an exhibition, an art fair or a presentation with **New lead** in its **Leads** section — the lead is already linked to it.
* From an e-mail with a contact, with **Make a lead** next to the message.
* When you send works by e-mail, switch on **Record as a lead**; in a campaign, **Record every recipient as a lead**. Each recipient becomes a lead with those works — in **Offer** when prices are included, otherwise **In contact**.
* By themselves, from enquiries on your presentations and your website, and from requests to purchase on your presentations — see [Presentations](/hc/wrklst-docs/articles/1767343260-presentation) and [Your WrkLst website](/hc/wrklst-docs/articles/1792000011-your-wrklst-website).

In the dialog you choose the **Contact**, the **Artworks** and **Artists**, linked **Exhibitions & presentations**, who it is **Assigned to** and who is **Also assigned to** it, the **Channel** it came through (Email, Phone, Art fair, Artsy…), a **Follow-up** date, an **Importance** from one to five stars, **Notes**, your own **Tags** and, if you may, **Confidential**. For a sale you can also set **Offer valid until**: once that date has passed, the lead shows **Expired**.

## Someone who is not in your contacts yet

A lead does not need a contact. Tick **Not in my contacts yet** and keep their name, e-mail or phone on the lead; enquiries from your presentations and website arrive this way. The lead shows **Not linked** until you decide: WrkLst suggests a **Possible match** from your contacts by the same e-mail, phone number or name, and you choose **Link to** that contact, **Link an existing contact…** or **Create contact**. Nothing is ever linked by itself. An enquiry that is plainly spam goes with **Delete as spam**, and nobody is added to your contacts.

## Working on a lead

Open a lead and the list stays beside it. At the top you see its stage, its goal, how many days it has been in that stage, and its facts: e-mail and phone, who looks after it, the follow-up, the channel and source, when it came in and when it was first answered. Below sit its **Artworks**, its **Timeline**, earlier leads with the same person, its artists, linked exhibitions and presentations, a linked sale, and the e-mails you have sent that person since the lead came in.

The bar at the bottom holds **Move to**, **Create** (an offer, hold or sale — see [From a lead to an offer, a hold or a sale](/hc/wrklst-docs/articles/1792000002-from-a-lead-to-an-offer-a-hold-or-a-sale)), **Edit lead**, **Note**, **Reply**, **Reject artworks…**, **Set a follow-up date**, **Add to waitlist** and **Delete**.

**Reply** writes to the person with the lead's works already attached. When you answer a lead by e-mail from WrkLst, it moves from **New** to **In contact** by itself and no longer counts as waiting for a reply.

## The timeline

Every lead has a timeline: who did what and when — created, moved, artworks added or rejected, offers and holds linked, follow-ups set and done, mails sent and kept. To add a note, type a line in **Add a note…** and press Enter (Shift+Enter starts a new line). You can edit or delete your own notes; a deleted note leaves a line saying who deleted it.

Your own mails appear with their subject. When a colleague writes to the contact or keeps a mail with them, every open or long-term lead with that contact says who and when — never what.

## Follow-ups and notifications

**Set a follow-up date** puts the next step on the lead; **Done** records it on the timeline. On the follow-up day, WrkLst reminds the person the lead is assigned to, and when a colleague assigns a lead to you, you hear about it right away. These two notices cannot be switched off. Under **Settings › Notifications**, **New leads** decides which new leads you are told about: **None**, **Enquiries from your website and presentations**, or **All new leads**. A lead you enter yourself never notifies you.

Your **Dashboard** shows your own open leads with the follow-ups that are due or overdue first, how many leads are waiting for a reply and how many of your follow-ups are due. Lead follow-ups can also go into your calendar app: add a subscription with **Lead follow-ups** under **Settings › Calendar** — see [Calendar feed](/hc/wrklst-docs/articles/1790900007-calendar-feed-your-wrklst-dates-in-your-calendar).

## Earlier leads and merging

A contact's closed leads — won, published or lost — stay folded away under **Earlier leads**, with whose they were, so you know what was said before; you find them in the grouped list, on the lead and on the contact. When two open leads of one contact fit together again, the group suggests merging them: **Merge** shows what moves where, nothing is merged until you confirm, and their artworks, notes, timeline and follow-ups continue as one.

## Lead data you no longer need

Leads with someone who never became a contact are deleted automatically after 24 months without activity, or 24 months after they were lost. Leads linked to a contact are kept as long as the contact exists; when a contact is deleted for good, its leads are deleted too.

**Still using WrkLst Classic?** Classic shows and records leads on contacts and works, but the Leads page, the board, the calendar, stages and follow-ups are part of WrkLst 10. A link to a lead always opens it in WrkLst 10.

## Related articles

* [From a lead to an offer, a hold or a sale](/hc/wrklst-docs/articles/1792000002-from-a-lead-to-an-offer-a-hold-or-a-sale)
* [Lead goals, settings and the Leads report](/hc/wrklst-docs/articles/1792000003-lead-goals-settings-and-the-leads-report)
* [Create a New Contact](/hc/wrklst-docs/articles/1767342760-create-a-new-contact)
* [Holds & Sales](/hc/wrklst-docs/articles/1767343083-holds-sales)
* [Presentations](/hc/wrklst-docs/articles/1767343260-presentation)
* [Messages](/hc/wrklst-docs/articles/1786371748-messages)
* [Dashboard](/hc/wrklst-docs/articles/1786371748-dashboard)