PlumbConnect Client Console

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Client workspace

Open Leads

Booked

Callback Queue

Closed / Archived

Lead List

Use this table as the working queue. Select a lead to update details, change status, archive it, or delete it after closure.

0 leads

Created	Caller	Address	Issue	Urgency	Status	Action

Lead Management Panel

Update lead details before export or resolution. Choosing a closed action will archive or delete the lead.

No lead selected

Caller Name

Phone

Service Address

Service Type

Urgency

Preferred Date

Preferred Time

Issue Description

Dispatcher Summary

Status / Resolution

Disposition Note

Select a lead from the list to edit it.

Month To Date

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Export + Queue Notes

CSV export includes the currently visible lead list for the selected tenant. Closed archive removes the lead from the open queue but keeps it available in the archived filter.