> ## Documentation Index
> Fetch the complete documentation index at: https://terrascout.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Leads Overview

> Track and manage land acquisition opportunities

<Frame>
  <img src="https://cdn.ploti.ai/static/lead-overview.webp" alt="Lead Overview" />
</Frame>

Leads are the heart of Ploti's deal tracking system. Each lead represents a potential land acquisition opportunity, containing properties, owner information, financials, and a complete history of your interactions.

## Why Use Leads?

<CardGroup cols={2}>
  <Card title="Capture Opportunities" icon="bullseye">
    Turn any parcel on the map into a trackable opportunity with owner details and notes.
  </Card>

  <Card title="Track Your Pipeline" icon="arrow-right">
    Move leads through stages from initial contact to closed deal with clear status tracking.
  </Card>

  <Card title="Manage Financials" icon="dollar-sign">
    Track asking prices, your valuations, and offer amounts in one place.
  </Card>

  <Card title="Collaborate with Team" icon="comments">
    Assign leads, add comments, and keep everyone informed of progress.
  </Card>
</CardGroup>

## What Makes Up a Lead?

<AccordionGroup>
  <Accordion title="Properties (Parcels)" icon="map">
    Each lead can contain one or more parcels. Add properties directly from the map to build multi-parcel opportunities. [Learn more →](/leads/managing-properties)
  </Accordion>

  <Accordion title="Status & Pipeline" icon="signal">
    Track where each opportunity stands—from New to Closed Won. Visual indicators make it easy to see pipeline health at a glance. [Learn more →](/leads/lead-pipeline)
  </Accordion>

  <Accordion title="Financial Details" icon="calculator">
    Record asking price, your estimated value, and offer amounts. Track the financial progression of each deal.
  </Accordion>

  <Accordion title="Owner Information" icon="user">
    Capture owner type (Individual, LLC, Trust, etc.) and track how you sourced the lead.
  </Accordion>

  <Accordion title="Key Dates" icon="calendar">
    Track first contact, expected close, contract date, and closing date with flexible date granularity.
  </Accordion>

  <Accordion title="Activity History" icon="clock-rotate-left">
    Every change is tracked automatically—status updates, assignment changes, comments, and more.
  </Accordion>
</AccordionGroup>

## How It Works

1. **Find a property** on the map that matches your criteria
2. **Create a lead** to start tracking the opportunity
3. **Work the deal** — contact the owner, negotiate, update status as you go
4. **Close** and mark as won or lost

## Getting Started

<Steps>
  <Step title="Find a Property">
    Use Ploti's map and filters to identify potential acquisitions.
  </Step>

  <Step title="Create a Lead">
    Select a parcel and click **Create Lead** to start tracking the opportunity. [Creating Leads →](/leads/creating-a-lead)
  </Step>

  <Step title="Add Details">
    Fill in owner information, financials, and any notes from your research.
  </Step>

  <Step title="Work the Deal">
    Update status, add comments, and collaborate with your team as the deal progresses.
  </Step>
</Steps>

## Leads + Projects

Leads can be associated with [Projects](/projects/overview) to organize related opportunities together. This is especially useful when:

* Pursuing multiple parcels in the same area
* Working on a specific development opportunity
* Managing deals for a particular client or partner

When you associate a lead with a project, it appears in that project's leads view for easy tracking.