Leads
This page shows you how to capture and work leads — people who’ve shown interest but aren’t customers yet.
Create a lead
Section titled “Create a lead”- Open the Leads screen.
- Click + Create (top right).
- Enter the lead’s details — name, organization, email, and phone.
- Save.
Leads also arrive automatically from your website enquiry forms, so many appear without anyone typing them in.
Work the lead
Section titled “Work the lead”Open a lead to see its activity center. From here you can:
- Log a call or send an email and keep it on the record
- Add a task to remind yourself to follow up
- Leave a note or comment for yourself or a teammate
- Move it through your statuses as the conversation progresses
Everything stays attached to the lead, so whoever picks it up has the full story.
Convert a lead into a deal
Section titled “Convert a lead into a deal”When a lead is genuinely worth pursuing, turn it into a deal:
- Open the lead and click Convert to Deal.
- Choose to create a new contact and organization from the lead’s details, or link to existing ones.
- Pick the starting deal status.
Once converted, the lead becomes a deal and enters your sales pipeline.