Within Buildxact when you set up a customer you can track them by type. 


You can create your own  Customer types.


In the Navigation menu click  My Account - Customer Types. Click + to add new types, and then the orange tick to save.




To track a lead, set up a new customer, and choose "Lead".




Your Customers will then be sorted in the Navigation menu to the left by their types



When the lead becomes a quote you can update the type accordingly.