Help / CRM and Marketing

Capture and work your leads

Add leads, sort them by status, filter and save views, move them on a board, and import or export them.

A lead is a possible customer you have not won yet. Open CRM > Leads to see them all. Every lead has one of five statuses: NEW, CONTACTED, QUALIFIED, UNQUALIFIED or CONVERTED.

Add a lead

1. Select Add Lead.
2. Enter First name (required), and optionally last name, email and phone. If your company has custom lead fields, they appear here too.
3. Select Save.

If the email or phone matches an existing lead or client, a yellow Possible duplicate warning appears. The lead is still saved; the warning is there so you can check.

A new lead starts as NEW. Leads that arrive from a lead form are added automatically.

Find leads

• Use Search and the status drop-down at the top.
• Select More Filters to filter by Source, Tag, Score min / max, the Created date range, and whether the lead is converted.
• Use Sort and the arrow button to change the order (Created, Updated, Name, Lead Score, Status or Source).
• Select Views to save your current search and status as a named view, and to reopen or delete saved views later.

List or board

Use the List and Kanban buttons to switch.

• List shows name, email, phone, source and status. Select a name to open the lead.
• Kanban shows a column each for New, Contacted, Qualified and Unqualified. Drag a card to another column, or use the menu on the card, to change its status. Converted leads sit in a separate strip you can expand.

Change many leads at once

In the list, tick the leads you want. A bar appears with three actions, each with its own Apply button:

• Assign to... a team member.
• Set status... (not available for Converted).
• Add tag(s), comma-separated.

Import and export

• Import CSV works in steps: download the template, fill it in, choose the file, Preview, then Commit Import. Columns are First Name, Last Name, Email, Phone, Source, Lead Score, Assigned To User Id, Notes and Tags (separate tags with a semicolon). A row whose email matches an existing lead updates it.
• Export downloads CSV or Excel for the current search and status.

Delete a lead

Select the bin icon on the row and confirm. The lead goes to the recycle bin.

Good to know

• Lead score is typed in by hand, from 0 to 100. The app does not calculate it.
• A lead cannot be set to CONVERTED by hand. See Open a lead and convert it to a client.
• To measure how leads progress, see CRM reports.