Lead Desk

Lead tracker

Saved automaticallyv2.4.2

Client quick actions

Find a client and create documents

Search once — no need to open the client record first

Service line

Pipeline & outcomes

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	#	Company ⇅	Contact	Companies House	Status ⇅	Value ⇅	Calls / 8 ⇅	Activity / summary

—Use Log activity for calls, emails, meetings and notes · use Edit text for quick lead changes · everything saves itself

Pipeline viewClick any lead to open its activity and details.

Add lead

Host / Company

Contact name

Job title

Lead source / introducer

Address

Phone

Company number

Registered with

Service

Website

Year end

Status

Assigned to

Next call / follow-up

Est. fee (£)

Assets / fixed assets (£)

Property type

Number of properties

Acquisition date

Purchase price (£)

Expected allowances (£)

Fee rate (%)

Engagement status

Relevant tax year

Accountant details

Reason lost / disqualified

Survey required ★ Priority lead — qualified and strong, chase this first

Lead summary / legacy notes

This is the permanent summary. Day-to-day contact notes belong in the structured activity timeline.

Import leads

Paste rows straight from Excel or Google Sheets, or choose a CSV file. Column headings are matched automatically. GoHighLevel opportunity exports are recognised too — Lead Value is imported as Estimated Fee, GHL stages are mapped to Lead Desk statuses, Year End is preserved, and technical-call dates are carried across.

Add / fill missingAdd new leads and only fill blank fields on matches. Restore a backupOverwrite matching lead fields from the CSV, including status, notes, calls and dates.

Admin recovery mode. Use this for a trusted Lead Desk export, such as leads_everyone_2026-08-05.csv. Backups with a lead number are matched strictly by that number to avoid merging separate records. Archive current numbered leads that are absent from this backup (exact mirror)

Invoice

Invoice number (automatic)

Your reference (optional)

Invoice to

Address

Description

Property (optional)

Fee basis

Fee amount

Frequency

Period covered

Qualifying expenditure identified

Fee (%)

Total R&D expenditure (sets the tier)

Minimum fee (optional)

Fee cap (optional)

Fee cap applies to

VAT treatment

VAT rate (%)

Invoice date

Payment terms (days)

VAT registration number

Bank details (auto-populated)

Bank Name: Starling
Account Name: Ashton and Carrington Ltd
Account Number: 33079910
Sort Code: 60-83-71

Notes on this invoice (optional)

Engagement letter

Client name (as it should appear)

Client address

Signatory name

Company number

Fee (% of qualifying expenditure)

VAT treatment

Payment terms (days)

Letter date

Signed by

Accounting letter

Services included

Statutory accounts + CT600 Ongoing company compliance Payroll / RTI Director Self Assessment

Optional services are off by default, so the letter only includes what you select.

Services included

Annual Self Assessment (SA100) MTD ITSA quarterly updates + final declaration

Tax year

Fee per tax year

Company compliance monthly fee

Number of directors on payroll

PAYE monthly fee

Monthly retainer starts

Append the full Terms and Conditions Include signature

Changes here apply to this letter only — the fee rate is also saved back to the lead.

Log activity

Activity

Outcome

When

Next action

Update lead status

Activity notes

This creates a dated timeline entry. It does not replace the permanent lead summary.

Confirm client reminder

Nothing is sent when you open this screen.
The client reminder will only become eligible to send after you confirm it below.

Subject

Email preview