Leads

Follow every enquiry from the first contact to the sale, an exhibition or any other goal: the Leads page, offers, holds and sales from a lead, goals, settings and the Leads report.

Leads: follow every enquiry from first contact to saleKeep every enquiry in one place in WrkLst 10 — the person, the works, who looks after it and when to follow up — and move it on from the first contact to the sale or any other goal.
From a lead to an offer, a hold or a saleMake or link an offer, a hold or a sale from a sales lead, let the lead follow it, and keep track of the artworks the client did not take and why a lead was lost.
Lead goals, settings and the Leads reportUse leads for exhibitions, press, loans and your own goals as well as sales, set up your account's goals under Settings › Leads, decide who sees which leads, and follow them on the Dashboard and in the Leads report.
Opportunities: whom to contact nextOpportunities proposes whom to invite to your upcoming shows and which clients have not heard from you for a while, with the reasons from your own records, and lets you make a lead, log contact or check back right there.
Opportunities: more lists, the contact log and Don't reach outGone quiet, New works, For a client, Institutions for an artist and Artists for a curator — plus the contact log every contact has, the Don't reach out mark and what WrkLst keeps.