Restrict order creation for prospects

The concept of a Lead is used to differentiate between "official" clients created by salespeople in the app and potential clients that salespeople encounter while completing their routes and performing their day-to-day tasks.

In the web portal, you can identify which clients are leads when looking at your clients:

Or when looking at the client's details:

You can also edit whether or not a client is considered a lead:

When enabling the setting Restrict order creation for leads, your users will only be able to create orders for "official" clients, not for leads.

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Updated on: 11/20/2025