Leads is a lightweight prospect list for people who have asked about your service but are not yet clients. Log each enquiry as it comes in, record where it came from, move it through a short pipeline as you follow up, and — when the prospect says yes — turn it into a client record with one click, so nothing is retyped.
Keeping leads in PSS rather than on paper or in a spreadsheet gives you two things: a Lead Source history that shows which marketing channels actually bring in business, and a clean hand-off from “prospect” to “client” that carries the contact details across.
Note: Leads is available to the Admin, Manager, Company Admin and Company Manager roles. Technicians do not see it, and it is not part of the mobile app. The entry disappears from the sidebar while your subscription is expired and returns when it is renewed.