Leads
Capture and qualify inbound leads before they become deals.
What it is
Leads is the top of your funnel — raw inbound interest you qualify and then convert into an opportunity.
Workflow
- Leads arrive from the public capture form, manual entry, or integrations.
- Qualify: add contact details, source, and notes.
- Convert a qualified lead into a deal on the Sales pipeline.
Tips
- Every lead has one owner and one status — keep both current.