Leads
Capture and qualify potential customers
Managing Leads
Leads represent potential customers who have shown interest but haven't been fully qualified yet.
Creating Leads
Create leads manually or import them in bulk via CSV. Each lead includes:
- Contact information (name, email, phone)
- Company details
- Lead source and status
- Custom fields for your specific needs
Lead Statuses
- New - Freshly created leads
- Contacted - Initial outreach made
- Qualified - Ready for conversion
- Unqualified - Not a fit
Converting Leads
When a lead is qualified, convert them to a contact and optionally create an associated company and deal.