Leads

Overview

The Leads page is your central hub for managing external contacts captured from campaigns, social media, lead forms, and imports. Leads are potential customers who have NOT yet registered on the platform.

Important: Leads are only created from external sources (forms, imports, manual entry). User registrations, especially IB referrals, do NOT create leads - they go directly to Clients.

⚠️

WarningUser registrations and IB referral signups do NOT create leads. They go directly to the Clients section. Only external contacts from forms, imports, and manual entry appear here.

Key Concepts

What Creates Leads

Lead capture forms (website, landing pages)
CSV imports
Manual entry by staff
Campaign/social media sources

What Does NOT Create Leads

User registrations (go directly to Clients)
IB referral signups (go directly to Clients)
Staff referral signups (go directly to Clients)

Key Features

View Lead Details: Access complete lead profiles with activity history and notes
Log Activities: Record calls, emails, meetings, and other interactions
Track Pipeline Stage: Move leads through stages as they progress
Automatic Conversion: When a lead registers, they're automatically marked as converted

Understanding the Leads List

The leads list displays all your leads with key information at a glance:

Column	Description
Lead	Name and email address of the lead
Stage	Current position in the sales pipeline
Priority	Lead priority level (Hot, High, Medium, Low)
Assigned To	Sales staff member responsible for the lead
Source	Where the lead came from (Website, Referral, etc.)
Next Follow-up	Scheduled date/time for next contact
Created	When the lead was first captured

Converted Leads Filter

By default, the Leads page hides converted leads to focus on active prospects. Converted leads are those whose email matched a user who registered.

💡

TipUse the "Show Converted" filter regularly to track your conversion success rate. Seeing which leads converted helps you identify patterns in your most effective sales approaches.

To see converted leads:

Look for the "Show Converted" checkbox in the filters
Check the box to include converted leads in the list
Converted leads show as "Converted" status

Creating a New Lead

1. Manual Entry

Click "Add Lead" button at the top right of the Leads page
Enter contact information (name, email, phone, country)
Select source and pipeline
Optionally assign to a staff member or leave for auto-assignment

2. CSV Import

Bulk import leads from a CSV file
Supports column mapping for flexible data import
Go to Import page to upload

3. Lead Forms

Capture leads via public forms
Supports UTM tracking for marketing attribution
Configure in Settings > Lead Forms

Lead Conversion

The diagram below shows the full lifecycle of a lead from creation to conversion:

┌──────────────┐     ┌──────────────────┐     ┌──────────────────┐
│ Lead Created │────>│ Pipeline Stages   │────>│  Registration    │
│ (Form/Import │     │ (New → Contacted  │     │  (Lead signs up  │
│  /Manual)    │     │  → Qualified →...)│     │   on platform)   │
└──────────────┘     └──────────────────┘     └────────┬─────────┘
                                                       │
                                                       v
                                              ┌──────────────────┐
                                              │  Auto-Converted  │
                                              │  (Email matched) │
                                              └────────┬─────────┘
                                                       │
                                                       v
                                              ┌──────────────────┐
                                              │ Appears in       │
                                              │ Clients Section  │
                                              └──────────────────┘

When someone who was captured as a lead registers on the platform:

The system matches their email to the existing lead
The lead is automatically marked as "converted"
The lead is linked to the new user account
The person now appears in the Clients section
You can toggle "Show Converted" to see their lead history

Lead Actions

Available actions you can perform on leads:

View Details: Open the full lead profile with all information, activities, and notes
Log Activity: Record a call, email, meeting, or other interaction with the lead
Schedule Follow-up: Set a reminder for your next contact with this lead
Change Stage: Move the lead to a different stage in the pipeline
Send Email: Compose and send an email directly to the lead (with AI assistance)
Reassign Lead: Transfer the lead to a different sales staff member
Mark as Hot: Flag high-priority leads that require immediate attention

Filtering & Searching

Use the available filters to find specific leads:

Search: Search by lead name, email, or phone number
Filter by Stage: Show leads in a specific pipeline stage
Filter by Assigned: Show leads assigned to a specific staff member
Filter by Source: Show leads from a specific lead source
Show Converted: Toggle to include/exclude converted leads

Best Practices

Focus on external lead sources (campaigns, forms, imports) - not user registrations
Always log activities after every interaction to maintain a complete history
Set follow-up reminders immediately after calls to never miss a callback
Use priorities to focus on high-value leads first
Keep lead information updated as you learn more about their needs
Move leads through pipeline stages as they progress
Use the "Show Converted" filter to track your conversion success

Next Steps

Pipeline - Visualize and manage leads on the Kanban board
Import - Bulk import leads from CSV files
Tasks - Schedule and manage follow-up activities
Clients - View converted leads and registered users