CRM Leads

The Leads module helps you manage inbound prospects before they become deals. Leads can come from ads, forms, integrations, or manual entry.

1. Viewing Leads

The Leads page has two views:

List View

A table showing:

• Lead name

• Status

• Source (Google ads, Facebook ads, LinkedIn ads, Website, etc.)

• Contact person

• Phone / Email

• Company

• Actions

Perfect for filtering and bulk actions.

Pipeline View

A Kanban layout grouped by statuses:

• Pending

• Qualified

• Contact made

• Disqualified

You can:

• Drag & drop leads between statuses

• Add new statuses

• Edit colors

• Rename / delete statuses

2. Adding a Lead

Press + Add Lead to create a new record.
You can also import leads from:

• CSV

• Facebook Lead Ads

• Zapier

• API/Webhook

3. Lead Details Page

When you open a lead, you can view and update:

• Status

• Value

• Owner

• Priority

• Source

• Created date

• Company details

• Contact person

Tabs include:

Activity

Log:

• Calls

• Emails

• Tasks

• Meetings

• Follow-ups

Notes

Add internal notes for context.

Logs

See all changes made to the lead.

4. Converting a Lead

Use Convert to Deal to instantly turn a qualified lead into an active deal in your pipeline.