# Managing your installer leads Kilowatts Academy # Managing your installer leads A step-by-step guide for installers with a Kilowatts business workspace. ## Watch the walkthrough [Download the video walkthrough](https://kilowatts.uk/media/academy/2026-11-07/videos/installer-manage-leads-v3.mp4) [Read the English captions](/media/academy/2026-11-07/videos/installer-manage-leads-v3.vtt) This guide follows the video step by step. It shows how to sort your available leads, open a lead, hide and restore it, add it to your prospects, open Create Quote and close it without sending, and then check Submitted quotes and Deals won. All the leads shown are demo leads, and some details are blurred. --- ## Step 1: Start from your account home When you sign in you land on your account home. It shows **Welcome back** and cards for Quote requests, Quotes, Your orders and Completed projects. [![Step 1: account home](/media/academy/2026-11-07/images/installer-manage-leads-01.png)](/media/academy/2026-11-07/images/installer-manage-leads-01.png)Step 1: account home## Step 2: Choose your business listing Open **Your businesses** and find your business card. It shows your membership and buttons for **Manage membership**, **Leads**, **Prospects**, **Quotes**, **Deals**, **Schedules** and **Options**. [![Step 2: business listing](/media/academy/2026-11-07/images/installer-manage-leads-02.png)](/media/academy/2026-11-07/images/installer-manage-leads-02.png)Step 2: business listing## Step 3: Open Leads in your workspace Your business workspace shows **Business performance** at a glance: leads available, prospects and quotes submitted. The workspace menu sits on the left. Open **Leads**. [![Step 3: business workspace](/media/academy/2026-11-07/images/installer-manage-leads-03.png)](/media/academy/2026-11-07/images/installer-manage-leads-03.png)Step 3: business workspace## Step 4: Explore available leads **Available leads** lists each project with its budget, distance and posted date. Each one has three buttons: **View**, **Add to prospects** and **Hide**. [![Step 4: Available leads](/media/academy/2026-11-07/images/installer-manage-leads-04.png)](/media/academy/2026-11-07/images/installer-manage-leads-04.png)Step 4: Available leads## Step 5: Use Order By to choose Distance Open the **Order By** menu above the list (it shows **Last Mod** by default) and choose **Distance**. [![Step 5: Order By set to Distance](/media/academy/2026-11-07/images/installer-manage-leads-05.png)](/media/academy/2026-11-07/images/installer-manage-leads-05.png)Step 5: Order By set to Distance## Step 6: Review the reordered results The list reloads in the new order. [![Step 6: reordered results](/media/academy/2026-11-07/images/installer-manage-leads-06.png)](/media/academy/2026-11-07/images/installer-manage-leads-06.png)Step 6: reordered results## Step 7: Choose View on lead 832 On the lead you want to read, click **View**. [![Step 7: View button](/media/academy/2026-11-07/images/installer-manage-leads-07.png)](/media/academy/2026-11-07/images/installer-manage-leads-07.png)Step 7: View button## Step 8: Read the quote request details **Project summary** shows the lead's status, service type, budget and dates. The customer's contact details are blurred here. [![Step 8: quote request details](/media/academy/2026-11-07/images/installer-manage-leads-08.png)](/media/academy/2026-11-07/images/installer-manage-leads-08.png)Step 8: quote request details## Step 9: Return to Leads Go back to **Available leads**. [![Step 9: back on Available leads](/media/academy/2026-11-07/images/installer-manage-leads-09.png)](/media/academy/2026-11-07/images/installer-manage-leads-09.png)Step 9: back on Available leads## Step 10: Hide a lead you do not want Click the red **Hide** button on that lead. The lead leaves the list, and a message confirms it has been hidden, with a **Click here to view** link. [![Step 10: lead hidden](/media/academy/2026-11-07/images/installer-manage-leads-10.png)](/media/academy/2026-11-07/images/installer-manage-leads-10.png)Step 10: lead hidden## Step 11: Open Hidden Leads **Hidden leads** lists the projects you have taken out of your active list. [![Step 11: Hidden leads](/media/academy/2026-11-07/images/installer-manage-leads-11.png)](/media/academy/2026-11-07/images/installer-manage-leads-11.png)Step 11: Hidden leads## Step 12: Choose Unhide to restore the lead Click **Unhide** on the hidden lead to put it back in your available leads. [![Step 12: Unhide](/media/academy/2026-11-07/images/installer-manage-leads-12.png)](/media/academy/2026-11-07/images/installer-manage-leads-12.png)Step 12: Unhide## Step 13: Add lead 832 to your prospects Back in Available leads, click **Add to prospects** on the lead you want to quote. A message says **Saved as a prospect**, with an **Open the prospect** link. [![Step 13: saved as a prospect](/media/academy/2026-11-07/images/installer-manage-leads-13.png)](/media/academy/2026-11-07/images/installer-manage-leads-13.png)Step 13: saved as a prospect## Step 14: Open Prospects to manage saved leads **Prospects** lists the projects in your pipeline. Each one shows its budget, distance and status (for example **quoting**), with **Open** and **Remove** buttons. [![Step 14: Prospects](/media/academy/2026-11-07/images/installer-manage-leads-14.png)](/media/academy/2026-11-07/images/installer-manage-leads-14.png)Step 14: Prospects## Step 15: Open the prospect, then choose Quote Now! Click **Open** to read the prospect's details, then click **Quote Now!** at the bottom of the page. [![Step 15: Quote Now!](/media/academy/2026-11-07/images/installer-manage-leads-15.png)](/media/academy/2026-11-07/images/installer-manage-leads-15.png)Step 15: Quote Now!## Step 16: Prepare a quote in Create Quote The **Create Quote** form asks for a quote amount, a quote description, payment options and a workmanship warranty in years. Click **Go!** to send it. [![Step 16: Create Quote](/media/academy/2026-11-07/images/installer-manage-leads-16.png)](/media/academy/2026-11-07/images/installer-manage-leads-16.png)Step 16: Create Quote## Step 17: Close without sending In this walkthrough the form is closed without sending, which returns you to the prospect page. [![Step 17: prospect after closing the form](/media/academy/2026-11-07/images/installer-manage-leads-17.png)](/media/academy/2026-11-07/images/installer-manage-leads-17.png)Step 17: prospect after closing the form## Step 18: Track sent quotes in Submitted Quotes **Submitted quotes** lists the quotes your business has sent, with the amount, distance and status (for example **pending**). Click **Open** on a quote to see its details. [![Step 18: Submitted quotes](/media/academy/2026-11-07/images/installer-manage-leads-18.png)](/media/academy/2026-11-07/images/installer-manage-leads-18.png)Step 18: Submitted quotes## Step 19: See successful projects in Deals Won **Deals won** lists projects that became deals. Until you win one, the page shows **You Haven't Won Any Deals Yet** and a **View Prospects** button. [![Step 19: Deals won](/media/academy/2026-11-07/images/installer-manage-leads-19.png)](/media/academy/2026-11-07/images/installer-manage-leads-19.png)Step 19: Deals won## Step 20: Return to Leads for new opportunities Go back to **Available leads** to check for new opportunities. [![Step 20: Available leads](/media/academy/2026-11-07/images/installer-manage-leads-20.png)](/media/academy/2026-11-07/images/installer-manage-leads-20.png)Step 20: Available leads