This is the day-to-day playbook for working sales in GoBuild. Everything lives in the
Sales Command Center at /portal/leads — one full-screen shell with panes for
Dashboard, Leads (the pipeline board), Proposals and Bookings.
The loop is always the same:
Capture a Lead → work it through the stages → build a Proposal → send it → client e-signs → it converts to a Job.
Do them in that order and the money trail, attribution, and Client record all stay linked.
For the deeper "what each pane does" reference, see Sales Command Center. For
the rules on creating the downstream Job, see Start a new Job.
Who can do this: office and PM staff only. Field-role users don't get the sales panes.
A Lead is an inquiry or a potential Client. You almost never type one from
scratch — most arrive on their own. Pick the entry that matches how the inquiry came in:
/book page.Whatever the source, every Lead lands in the New column and is tagged with where it
came from, so you can later filter and measure source ROI on the Dashboard.
Tip — assign an owner immediately. An unowned Lead is nobody's job. Open the card
and set the owner; the new owner gets notified. Use the pipeline's Unassigned focus
filter to catch any that slipped through.
The board has five columns, left to right:
New → Contacted → Estimating → Won → Lost
Working a Lead means two things: moving it to the right column as reality changes, and
logging what you did so the next person (and the AI briefing) can see the history.
Tip — use the AI briefing focus filters. The pipeline can jump you straight to the
Leads that need attention: overdue, untouched, stalled, unassigned,
today, or no cadence. Work those subsets first.
When you're ready to quote, create a Proposal. There are three ways in; all of them
open the full proposal builder:
In the builder, GoBuild drafts the "magazine" sections and line items for you (AI-optional),
seeds a proposed schedule and payment plan, and prices every line against your cost
catalog. Your job is to review and adjust:
When the numbers are right, hit Send. In one action GoBuild:
/proposal/{token}) the client can open with no login.After sending, the Proposals pane shows the Proposal as Sent, and it flips to a
Viewed state the moment the client first opens it — a useful "they're looking" signal.
If the e-sign request didn't attach (you'll see a warning in the builder), use the
Retry e-sign action. Sending still worked; only the signing document needs another
try.
This happens on the client's side, on the public proposal page — you don't do anything
here except watch the status:
You'll see the Proposal move from Sent → Viewed → Accepted in the Proposals pane.
When the client accepts and signs, GoBuild converts the Proposal automatically — you
do not create the Job by hand. In one idempotent step it:
Do not also click "New project" for the same work. The accepted Proposal already made
the Job — creating another by hand forks it into a duplicate. This is the #1 cause of
duplicate Jobs. See Start a new Job for the full rule set.
From here the work lives in Jobs. Finish the Job setup (Client is already
linked; add cost codes, confirm the schedule, assign crew) as described in that guide.
Not every Lead is ready to buy today. Keep them warm without babysitting:
Both are managed on the Nurture page, reached from the Sales rail. 🚧 WIP: Nurture
opens as its own page today — it isn't folded in as a native Command-Center pane yet, but
it's fully live.
The Bookings pane lists confirmed appointments for the next 30 days, with the ones
inside ~36 hours flagged, each linking back to its Lead. Prospects self-book at your public
/book page; configure your hours, meeting types and availability in the booking admin at
/portal/booking.
/portal/leads is the modern Command Center and your default. Add ?classic=1 to fall
back to the legacy kanban page. A few deep actions still only live on the classic Lead page
— the AI lead editor (edit a Lead in plain English), custom fields, and structured
addresses — reachable from a Lead via "Full record ↗". Both surfaces read the same
data, so use whichever you need; just don't expect an edit in one to look different in the
other.
The Dashboard pane (where the Command Center opens) is your read-only scoreboard: open
pipeline value, weighted forecast, win rate, proposals outstanding, an owner leaderboard,
and source ROI. It's only as accurate as the confidence and estimated value you set
in Step 2 — keep those honest.
Related: Sales Command Center · Start a new Job · Jobs