Leads

Capture every enquiry, then work the queue.

2 guides in this section

A lead is any prospect worth tracking — a website enquiry, a walk-in, an imported contact, or a call from a campaign. The Leads section is where every one of those lands, whether it arrived through a form, an integration, or was typed in by hand, and it's the module most teams live in day to day. This section covers both sides of working leads: creating them and staying on top of the ones you already have. Add a lead walks through the form field by field, so nothing important gets skipped when you're entering a prospect manually. Managing leads covers the list itself — searching, filtering by source or status, opening a lead's full record, assigning it to a teammate, and updating several leads at once instead of one at a time. Leads connect outward from here: a qualified lead becomes a deal, a follow-up becomes a task, and a batch of leads can be pulled into a campaign for coordinated outreach — so this is usually the first stop in any day's work.