Leads

The Leads area is where you track every contact through your pipeline.

This guide is expanding — overview for now.

What you can do

List view — a sortable, filterable table of leads with the columns you care about.
Kanban view — a drag-and-drop board organized by pipeline stage; move a card to change its status.
Custom views — save filtered, grouped views you use often and switch between them.
Custom fields — add your own fields (text, number, dropdown, date, …) to capture the data your business needs.

Create a lead manually, or let leads arrive from forms, the website widget, channels, or the API.
View & edit a lead's full profile, activity timeline, and associated appointments/messages/calls.
Assign a lead to a team member.
Change status (in list or by dragging in kanban).
Merge duplicates into a single record.
Schedule an appointment or send a message/email straight from a lead.
Close a lead with an outcome, and import/export leads in bulk.