The Leads page is your central hub for managing all prospective customers. Here you can filter leads by status, create or import new entries, switch between list and Kanban views, and quickly scan key details to keep your sales pipeline moving.
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At the top you’ll see tabs showing each lead status (e.g. Not Attempted, Attempted, etc.) along with their current counts. Click any tab to narrow the list to that status.
Use the grid icon next to + New Lead to switch from the table view into a Kanban board—ideal for drag-and-drop status updates.
+ New Lead: Open the lead-creation form.
Import Leads: Bulk-upload a CSV or spreadsheet of leads.
Entries per page: Choose how many leads to display (e.g. 25).
Export: Download the current list as CSV.
Bulk Actions: Apply updates (assign, change status, delete) to selected leads.
Refresh: Reload the table to see any recent changes.
Column | Description |
|---|---|
☐ / # | Select one or more leads for bulk actions. |
Name | Lead’s name. |
Company | Organisation they represent. |
Primary contact email. | |
Phone | Contact number. |
Value | Estimated deal value (if set). |
Tags | Custom labels (e.g. “High Priority”). |
Assigned | Team member responsible for follow-up. |
Status | Current stage—click the dropdown to change it. |
Source | Origin of the lead (e.g. “Modevents Events”). |
Last Contact | When you last reached out. |
Created | How long ago the lead was added. |
Search: Filter leads instantly by typing a name, company or email.
Pagination: Navigate between pages using the controls at the bottom right.
Click + New Lead on the Leads page to launch the lead-creation form.
Status ( required ): Select the lead’s current stage (e.g. Not Attempted, Opportunity).
Source ( required ): Choose where the lead originated (e.g. Event, Referral).
Use the “+” next to each dropdown to add a new status or source if it isn’t listed.
Assigned : Pick a team member responsible for follow-up.
Tags : Add custom labels (e.g. “High Priority,” “Inbound”) to help filter later.
Field | Description |
|---|---|
Name (required) | Lead’s full name. |
Position | Their job title or role. |
Email Address | Primary email contact. |
Website | Company or personal website URL. |
Phone | Direct phone or mobile number. |
Lead value | Estimated deal amount (in your base currency). |
Field | Description |
|---|---|
Company | Organisation name. |
Address | Street address or PO box. |
City / State | Town/city and state or region. |
Country | Select from the dropdown. |
Zip Code | Postal code. |
Default Language : Override system default for this lead’s communications.
Description : Free-form notes (e.g. interests, budget constraints).
Public : Check to allow all users to view this lead.
Contacted Today : Tick if you’ve already reached out—avoids duplicate calls.
Save (button, bottom right): Create the lead and return to the list.
Close : Discard any changes and close the form.
Use this form to capture every detail up front, ensuring your team can follow up swiftly and consistently.
Click any lead’s Name in the Leads list to open its profile modal.
Use the Print icon (top right) to print a summary or ✕ to close.
Convert to customer: When the deal is won, click to create a Customer record and carry over all details.
✎ Edit: Modify any profile field inline.
More ▾:
Mark as lost – move the lead to “Lost Leads” and stop further follow-up.
Mark as junk – flag irrelevant or invalid contacts.
Delete Lead – permanently remove this record.
Use these to track and progress your opportunities:
Tab | Purpose |
|---|---|
Profile | View/edit all core details (contact info, company, notes, status, etc.) |
Proposals | Attach or create quotes and proposals to send to the lead |
Tasks | Assign follow-up calls, demos or meetings—check off as you complete them |
Attachments | Store contracts, RFPs, or supporting collateral |
Reminders | Set reminders (“Call next week”, “Send updated pricing”) |
Notes | Log conversation summaries, objections, or next-step agreements |
Activity Log | See a chronological audit of every status change, note, email or task |
Send, view or template-match emails directly from the CRM |
Two panels summarise lead data:
Lead Information
Contact details (Name, Position, Email, Phone)
Company and address fields
Estimated Lead value to gauge opportunity size
Free-form Description for quick notes
General Information
Status tag (click to update via Edit)
Source (e.g. Event, Referral)
Assigned user and Tags for segmentation
Created date and Last Contact for recency tracking
Public toggle to control visibility
Qualify
Review Source, Tags and Description to assess fit.
Change Status (e.g. from “Not Attempted” to “Attempted”).
Engage
Use Tasks and Reminders to schedule calls or demos.
Log outcomes in Notes and update Last Contact.
Propose
Draft proposal in the Proposals tab and attach supporting docs under Attachments.
Close
When the lead agrees, click Convert to customer.
If the opportunity fades, choose Mark as lost or Mark as junk.
Consult the Activity Log to confirm every interaction and status change.
Use the Email tab to ensure all correspondence lives in one place.
By leveraging these sections and actions, you can smoothly shepherd each lead from initial contact through to closed-won (or lost), with full visibility and control over your sales pipeline.
