Understanding how WillowSpace separates leads from clients helps you stay organized and track your relationships as they move through your process.
While they may seem similar, leads and clients serve very different roles in your workspace.
🌱 Leads: Potential Clients You’re Nurturing
A lead is someone who has shown interest in working with you but hasn’t officially started a project or booked your services yet.
You can use the Leads section to:
-
Track potential clients who’ve inquired or filled out a form
-
Send proposals to move them through your sales process
-
Assign a lead source (like referral, Instagram, Google, etc.) to track marketing
-
Set a lead status (new, contacted, proposal, etc.)
Key point: Leads haven’t converted into paying clients yet.
💼 Clients: Confirmed and Active Relationships
A client is someone you’re officially working with—or have worked with in the past. Once a lead accepts a proposal, they automatically become a client in WillowSpace.
You can manage clients in the Clients section, where you’ll:
-
Organize their documents, projects, and communications
-
Assign them to invoices, forms, and contracts
-
Give them access to a client portal
-
Track active vs. inactive clients
🔄 How a Lead Becomes a Client
There are two ways this happens:
-
Automatically: When a lead accepts a proposal, they are automatically converted to a client.
-
Manually: You can convert a lead to a client (or vice versa) at any time by clicking “Convert to Client” from their lead profile.
