Leads

Overview

Leads are inbound raw prospects — people who have submitted one of your contact forms or were manually entered into the system. They are the starting point of your CRM pipeline.

A lead is a submission event, not a person. The same person can submit your form multiple times, creating multiple lead records. Once a lead is qualified and imported, it becomes a Contact.

The Lead Lifecycle

New Lead

When someone fills out a form connected to one of your Lead Sources, a new lead is created automatically with a status of Not Qualified. The system captures their name, email, company, position, phone, and the UTM/referral context of their submission.

Qualifying a Lead

Qualification is the process of determining whether a lead is a good fit. There are two ways:

1. Questionnaire — Send the lead a qualification questionnaire. If they answer all questions correctly, their status automatically changes to Qualified.
2. Manual — A team member can manually create a lead and it defaults to Qualified.

Importing to Contacts

Once a lead is qualified, you can import them to the Contacts module. Click Import to Contacts on the lead detail page. The system will:

• Check if a contact with the same email already exists — if so, it links the lead to that existing contact.
• If no match is found, it creates a new contact with the lead's details.

After import, you can view the contact directly from the lead's detail page.

Managing Leads

All Leads vs My Leads

The leads list has two tabs:

• All Leads — every lead in your organization (requires the list_all_lead permission).
• My Leads — leads you created or last modified.

Adding Notes

Use the Notes tab on a lead's detail page to add internal comments. Notes are visible to all team members with access to that lead. They are useful for recording call outcomes, follow-up context, or qualification observations.

Qualification History

The Qualification History tab shows every questionnaire that was sent to a lead, when it was sent, when it was completed, and its status (Pending or Completed).

Tab Navigation

The lead detail page has several tabs (Overview, Notes, Qualification History, etc.). Each tab has its own URL — when you switch tabs, the URL updates automatically. If you copy the URL and share it, or refresh the page, you will land on the same tab you were viewing.

Tips

• Leads and Contacts are separate for a reason — a lead is a submission event, not a person. One contact can have multiple lead submissions.
• Do not delete leads after importing — they serve as a record of how and when a person first engaged with you.
• Use the source field to track which Lead Source a lead came from, enabling attribution analysis.