The Leads page lets you manage contacts and sales prospects. You can view them as a Kanban board (drag-and-drop cards) or a list (table view).
Two view modes
Toggle between views using the tabs at the top of the page:
- Kanban — Visual pipeline with columns for each stage. Drag cards to move leads between stages.
- List — Traditional table with sortable columns.
Default lead pipeline stages
| Stage | Meaning |
|---|
| New | Just added, not yet contacted |
| Contacted | You have reached out to them |
| Qualified | Confirmed interest and budget |
| Converted | They became a customer |
| Lost | They chose not to proceed |
You can customize these stages. Go to Customize → Pipelines → Lead Pipeline to add, rename, reorder, or remove stages.
Add a lead
Click Add Lead
Click the Add Lead button (plus icon).
Fill in the details
| Field | Required | Description |
|---|
| First Name | Yes | Contact’s first name |
| Last Name | No | Contact’s last name |
| Email | No | Email address |
| Phone | No | Phone number |
| Job Title | No | Their role at the company |
| Lead Source | No | Where this lead came from (see below) |
| Status | No | Which pipeline stage (defaults to “New”) |
| Company | No | Link to an existing company |
| Notes | No | Any additional notes |
Click Create
The lead appears on the Kanban board in the selected stage column.
Lead sources
When adding a lead, you can track where they came from:
| Source | Description |
|---|
| Website | Came through your website |
| Phone | Called your phone number |
| Referral | Referred by someone |
| Social | Found you on social media |
| Advertisement | Responded to an ad |
| Cold Call | You reached out first |
| Event | Met at an event or conference |
| Other | Any other source |
Move leads through the pipeline
Using Kanban (drag-and-drop)
- Find the lead card in its current stage column
- Click and drag it to a new stage column
- Drop it — the status updates immediately
If the update fails (for example, due to a network issue), the card automatically moves back to its previous position.
Using the edit dialog
- Click the three-dot menu on a lead card or table row
- Click Edit
- Change the Status dropdown to the new stage
- Click Update
Assign leads to team members
- Click the three-dot menu on a lead
- Click Assign
- Select a team member
- The assigned person’s name appears as a badge on the lead card
Search
Use the search bar to filter leads by first name, last name, email, or phone number. Both Kanban and list views are filtered.
Kanban card details
Each card on the Kanban board shows:
- Lead’s full name
- Company name (if linked)
- Lead source badge
- Assigned user badge
- Phone number
