How the workflow moves from lead intake to completed project.

A prospect submits the agency quote form.

Each agency has its own public quote page. Once a prospect submits the form, the system creates the lead, primary contact, quote record, and onboarding checklist in the same flow.

A manager reviews the request and decides what is still needed.

Managers move the quote through the pipeline, review scope, budget, and launch timing, and decide whether the request needs follow-up, onboarding, payment, or approval.

The agency verifies requirements before delivery begins.

Before work is assigned, the manager checks contract status, scope clarity, files, credentials, payment readiness, and anything else needed to avoid a messy handoff.

Payment is collected or confirmed before the project moves forward.

Managers can create a hosted payment request or log an external payment. The billing state then controls what can happen next, including project activation and assignment.

The exact payment methods available here depend on the agency plan and billing configuration.

Once ready, the quote converts into a project and work is assigned.

After the quote is approved and payment is clear, the manager converts it into a project, adds a lead, assigns team members, and distributes tasks from the same workspace.

The team executes, the client monitors progress, and the project is completed.

Team members work from assigned tasks, clients follow timeline progress and chat updates, and the project moves to completion with activity and archived work retained for reference.

Client chat and credential sharing are available when the agency plan includes those portal features.