Lead Settings
Manage the building blocks of every lead: sources, statuses, purposes, WhatsApp templates and custom fields. The left panel inside Lead Settings switches between the five sub-sections.
Lead Sources — the list
Lead Sources record where leads come from. Open the sub-section to see the current list.
Lead sources: add a source
Click + Add Source to open the create dialog.
Lead sources: name it
Type the source name, e.g. YouTube Ads.
Lead source saved
Click Create — a success toast confirms it.
Lead sources: in the list
The new source now appears and can be assigned to leads.
Lead Statuses
Lead Statuses are the stages a lead moves through. Switch to this sub-section from the left panel.
Lead statuses: add a status
Click + Add Status.
Lead statuses: configure it
Set the name, a colour (so it stands out on cards), and the stage it belongs to.
Lead status saved
Click Create — the status joins the list.
Lead Purposes
Purposes capture why a lead is interested.
Lead purposes: add a purpose
Click + Add Purpose.
Lead purposes: name it
Enter the purpose, e.g. Enterprise Evaluation.
Lead purpose saved
Click Create.
WhatsApp Templates
Pre-written WhatsApp messages agents can send in one tap.
WhatsApp templates: add a template
Click + Add Template.
WhatsApp templates: write the message
Give the template a name and message body.
WhatsApp template saved
Click Create.
Custom Fields
Capture extra information on every lead beyond the built-in fields.
Custom fields: add a field
Click + Add Field.
Custom fields: define it
Set the field name and type (Text, Number, Dropdown, Date…).
Custom field saved
Click Create — the field now appears on lead forms.