# Leads

> See every customer inquiry in one list, move it from New to Won, reply from the Inbox, convert it to a job, or block it.

Source: https://docs.buildx.pro/docs/dashboard/leads/

Leads live at https://mybuildx.com/leads. They're for General Contractor accounts. Each row is a customer who asked for work: who they are, the trade, the status, where the lead came from, and when it arrived.

## What you can do

- Filter by **Status**: **All**, **New**, **Contacted**, **Qualified**, **Won**, **Lost**. Each button shows a count.
- Filter by **Source** (**Referral**, **Website**, **Phone**, **Marketplace**) and by trade.
- **Respond** to open the lead's conversation in the Inbox.
- Move a lead forward with **Mark contacted**, **Mark qualified**, and **Convert to Job**.
- **Block** a lead you don't want, and **Unblock** it later.

## Where leads come from

- **Customer requests routed to MyBuildX.** When BuildX routes a customer request to MyBuildX, it's matched to up to 5 contractors by trade and location. The lead lands in the best match's Leads list. Each matched contractor also gets a [bid invite](https://docs.buildx.pro/docs/dashboard/bid-invites.md) and a notification. Matching contractors who haven't claimed a profile get an email invite to claim the lead.
- **Leads you or the assistant add.** You can ask **Ask BuildX** to add a lead (for example, a phone call you took).

Quote requests sent from a ContractorsNearMe profile, a buildx.pro calculator (**Get Free Quotes**) or Ask BuildX (**Request Quotes**) don't appear in MyBuildX Leads. buildx.pro emails those requests to up to 3 matched contractors at the email on their directory profile, so keep that email current.

## Work a lead from New to Won

1. Open https://mybuildx.com/leads and press **New** to see fresh leads.
2. Press **Respond**. The Inbox opens with a **Responding to lead** banner. Press **Start conversation** if there's no thread yet, then write your reply. See [Inbox](https://docs.buildx.pro/docs/dashboard/inbox.md).
3. Back on Leads, press **Mark contacted**.
4. When the scope, timing and budget fit, press **Mark qualified**.
5. When the customer says yes, press **Convert to Job**. This marks the lead **Won** and creates a job on [Jobs](https://docs.buildx.pro/docs/dashboard/jobs.md).

The action button changes with the status: a New lead shows **Mark contacted**, a Contacted lead shows **Mark qualified**, and a Qualified lead shows **Convert to Job**.

## Block or unblock a lead

1. On a Contacted or Qualified lead, press **Block**. The lead moves to **Lost**.
2. To undo it, filter by **Lost** and press **Unblock**. The lead goes back to its earlier status.

## Good to know

- There's no separate "Mark lost" button. **Block** is how a lead becomes Lost.
- Leads have no notes field or lost-reason field.
- You can't create a lead from a form on this page. Ask **Ask BuildX** to add one.
- If you've installed the app and turned on alerts, new matched leads also send a phone alert. See [Home](https://docs.buildx.pro/docs/dashboard/home.md).

## Related

- [Inbox](https://docs.buildx.pro/docs/dashboard/inbox.md)
- [Jobs](https://docs.buildx.pro/docs/dashboard/jobs.md)
- [Bid Invites](https://docs.buildx.pro/docs/dashboard/bid-invites.md)
- [Bid Board](https://docs.buildx.pro/docs/dashboard/bid-board.md)