Working this enquiry
This lead is at Concept stage. Next step: run the Discovery funnel to qualify the client — gather budget, timeline, space details. Then assess the scope before quoting.
Converting to project: Click the green "Convert to Project" button when the client confirms. You'll need to specify how they confirmed (deposit, LOA, signed invoice, or verbal/written). This generates ~21 gate deadlines working backwards from the install date and enters the project into the design → production → install pipeline.