This feature is currently only available for a limited audience.
🚨 Only admin users and users with "Manage Leads" permissions enabled can access the Pipeline and lead information in Monograph.
Creating a New Lead
To create a new lead, click on the New Lead button in the upper-right corner of the Pipeline page. A pop-up will appear, prompting for the following information:
Lead Name - the name of the lead (project name)
Client - the client associated with the lead
Est. budget (optional) - the budget that should be considered for the lead
Categories - select the categories that should be associated with the lead
Square footage (optional) - can select Gross or Net and enter square footage
Will default to Gross
Lead source (optional) - can select a source from the dropdown menu
Client referral, Consultant referral, Social media, or Website
After all of the applicable details have been added, click Create to save.
Lead Overview Page
After the new lead is created, you'll be taken to that lead's Overview page. Here, you'll have the ability to enter more detailed information about the lead, client, and more.
The status next to the lead name in the upper-left corner allows you to select the status of the project based on where it is in the pipeline. Click on the status dropdown to update the status, which will also move the lead accordingly in the Pipeline page.
Scope Discovery
New Lead
Qualified
Discover paused
Proposal
Started
Sent
Accepted
Rejected
Proposal Paused
By default, the Details tab will be selected, which will include information specific to the project and proposal, while the Notes tab will allow you to store notes.
Client, Lead, and Project Information
Client, Lead, and Project will be available while viewing both the Details and Notes tabs. Client information is pulled directly from the contact entered in the Client Directory, while Lead information comes from the information that was entered when creating the lead.
Details
Click on the toggles below to learn more about each section in the Details tab, such as how to add Project Definition details, how to build a Budget, and how to upload and send a proposal.
Project Definition
Project Definition
Location
Click Add and a pop-up will appear, prompting for the lead's address information. After the necessary information is added, click Save.
After saving, the Location section will populate with the information that was entered.
Details
Click Add and a pop-up will appear with a text box, which can be used to add details such as the scope and goal of the project. After adding the necessary information, click Save.
After saving, the Details section will populate with the information that was entered.
Budget
Budget
Budget
Click Add to open the Budget builder page. First, you'll be prompted to enter a minimum and maximum fee budget on the Estimated Fees page.
Click Next to select a project creation method, which aligns with the same methods available for active projects.
After entering all the Proposal's budget details, use the "Copy all budget details" highlighted in purple. This lets you easily paste it into any Word or Google Doc using tabular formatting.
Proposal
Proposal
Create and Upload Proposal
Click Upload to upload a proposal. You can easily copy the location, project details, and budget from the lead's Overview page by clicking Copy all or copying information individually.
Send Proposal to Client
Click Send to email the proposal to the client for approval.
💡 For more details on how clients accept approvals, refer to this article.
Notes
The Note box will allow you to include any notes that are important to track regarding the lead. Just like Project Notes, you can manually type any notes, upload a file to transcribe, and attach a file to a note.
After the necessary notes are added, click Add to save. All notes will remain in the Notes tab, which will be available to all users who can access leads.
Lead Won/Lost and More Options
Won/Lost Opportunity
When you've won the lead and closed the deal, click Won in the upper-right corner. This will prompt you to generate a project using the lead's information, with the opportunity to edit the project as needed.
If the lead falls through, click Lost in the upper-right corner. This will prompt you to select a reason why the deal was lost, which will be stored in the lead's details.
Updating the Won/Lost status here will also update the lead's card in the Pipeline page.
More
Click on More in the upper-right corner to find the following actions:
Follow - follow the lead and receive updates as progress is made
Can select Unfollow if the lead is already being followed
The user who created the lead will automatically follow it
Archive - archive the lead if you no longer want to track or report on it
Archived leads can't be edited
Can select Unarchive to reinstate the lead
Duplicate - duplicate the lead to create another lead using the same details, lead, client, and project information.
Lead Notifications
When managing a lead project, notifications appear just as they do in any other project. These alerts provide updates on important changes and activities related to leads.
Clicking on a specific notification opens the relevant section of the lead record that requires attention. Notifications are triggered for key lead updates, including:
Changes to the status or stage of the lead
When a lead is moved to Closed/Won
When a lead is moved to Closed/Lost
When a note is added to a lead
These notifications help keep the team informed and enable timely action as leads progress through the sales pipeline.
Learn more about the Pipeline and Leads FAQs here.