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How to manage your leads

The Leads tab is a mini-CRM: track each lead's status from New to Won, edit their details, and add notes.

Manage leads from the Dashboard

  1. Open your Dashboard and click the Leads tab.
  2. Switch between Board view (drag leads between status columns) and List view using the toggle.
  3. Use the search box and status filter to find specific leads.
  4. Click the edit button on a lead to update its Name, Phone, Email, Status, and Notes, then click Save Changes.
  5. Use the delete button to remove a lead. You will be asked to confirm.

Use the dedicated Leads page

Choose Leads from the sidebar for a full-page CRM view. It includes summary cards for total leads, new leads, leads in progress, and total won value. Select Analytics to see win rate, average deal size, won and lost deals, a 14-day lead trend, status breakdown, and lead sources.

Lead statuses

New → Contacted → Qualified → Proposal → Won / Lost — move each lead along as your conversation progresses.

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