A lead is a potential client: a person or company that showed interest but isn't a client yet. Leads help you keep track of incoming inquiries and turn them into deals.
Where to find it
Sidebar → Deals → Leads. Filter the list by status, priority and Kind or find a lead with search.
List view and kanban
The Table / Cards / Kanban switch is at the top right of the list; your choice is remembered. Kanban has three columns and a lead lands in one by its deals: New — no deals (or all failed), Deal — a deal is in progress, Qualified — there is a successful deal. Leads cannot be dragged: the column changes when you create or close a deal. Converted leads are not shown in the kanban — they are clients already. Search covers all leads at once, and a long list is shown in batches (Load more).
Lead kind
Like a client, a lead has a Kind: Legal entity (default) or Individual. Pick it with the buttons when you create the lead; you can change it on the Info tab until the lead is converted. The list shows the kind as an icon on the card (building or person), and the Kind filter keeps only the ones you need. When the lead is converted to a client, the kind is carried over to the client.
Lead statuses
- New — the inquiry just came in.
- In progress — you're talking to the lead.
- Converted — the lead became a client.
- Rejected — it didn't work out.
Lead priority
A lead has a priority that shows which leads matter more: Possible, Normal (default), High, Maximum. In the leads list the priority is colour-coded (a pill and a stripe on the left of the card; Normal has neither), and in the lead card it is shown next to the status.
- Change the priority right in the leads list: every card has a priority dropdown that saves immediately, no need to open the lead. Managers and above see the dropdown, everyone else sees only the pill.
- You can also change it in the lead card on the Info tab (the Priority field, then Save). A manager or above can change it.
- The leads list has a priority filter and the Most important first sort.
- Every priority change is logged in Activity.
- When a deal is created for a lead, it gets the lead's priority (you can change it in the deal separately).
How to add a lead
- Click Add lead.
- Enter a name, phone and email.
- Click Create.
You can also create a lead right while creating a deal — see Deals.
Lead card
The card is laid out like a client's: the top shows the name, status, priority and tags; to the right are the contacts, the Mail status and audiences. Kind is switched with buttons.
- Info — name, Kind (Legal entity or Individual), company, phone, email, priority, status, manager and Notes. Click Save after editing.
- Contacts — people on the lead's side: Add contact, edit and delete (same as for a client).
- Deals — deals with this lead; Add deal creates a new one already linked to the lead.
- Files — attachments; you can sort them into folders (see below).
- Communications — emails from mailings and scenarios sent to this lead (same as for a client), with the Write an email button there; visible to managers and above. Clicking the email address of the lead or its contact also offers Send now (details are in the Clients article).
- Activity — change history.
Folders for files
To keep attachments from turning into a dump, sort them into folders on the Files tab:
- New folder creates a folder; click its name to expand or collapse it (the browser remembers which folders are open).
- To upload straight into a folder, use Upload to folder or drag files onto the folder.
- To move an already uploaded file, use Move to folder on the file; No folder returns it back.
- A folder also has Rename folder, Download folder as archive and Delete folder. Deleting a folder does not delete its files — they stay under No folder.
Previewing a file
On the Files tab click a file name — images, PDFs, videos (mp4) and text files open in a preview window, no download needed. Other formats (Word, Excel, archives) open as a link. The Download, Copy link, Move to folder and Delete file buttons are always on the right of the name.
The same folders are available in client files. When you convert to a client, folders move along with the files.
Converting to a client
When the lead is ready to work with you, click Convert to client. A client is created from the lead, the lead gets the Converted status, and the Open client link takes you to the new client's card. The lead's contacts move to the client card along with files and deals.
Preferred language
The lead card has a Preferred language field (Not set by default). It decides the mailing language when the email template has language versions. When a lead is converted to a client, the value is carried over to the client card.
Comments
Below the lead card (the same for clients and deals) you can write comments in the same editor as in tasks: long text, such as a forwarded email thread, can be pasted in full. You can edit or delete your own comment (pencil and bin icons). A superadmin can delete other people's comments.
Checklists
Below the lead card there is a Checklist block, the same as in tasks: items with assignees and due dates, several checklists as tabs, the + button for a new checklist, and private checklists (administrators only). Details are in Task checklist.
An assigned item appears in the assignee's To-dos (the "Companies" tab), and the assignee gets a notification linking to the right checklist. Adding and completing items is recorded in the lead history.