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Lead Management

Keep all your leads organized and never miss an opportunity.

Viewing Your Leads​

Your leads are displayed in a clean, easy-to-navigate list. Each lead shows:

  • Name and contact information
  • Status — New, In Progress, Converted, or Closed
  • Source — Where the lead came from
  • Date — When the lead was captured

Managing Lead Status​

Update a lead's status as you work through your pipeline:

  1. Open the lead from your dashboard
  2. Click the status indicator
  3. Select the new status
  4. Add optional notes about the interaction

Filtering & Searching​

Quickly find specific leads using:

  • Search — Find leads by name, email, or phone
  • Filters — Sort by status, date range, or source
  • Sort — Arrange leads by newest, oldest, or priority