Before you begin
You need access to Leads in the sidebar. Restricted reps may only see leads they own.
Add a lead manually
- 1. Leads → Add Lead (/dashboard/leads/new)
- 2. Enter name, email or phone, and source
- 3. Set stage and assignee if your admin requires it
- 4. Save — open the lead row to view detail
Lead detail
- Timeline — emails, calls, notes, form submissions, cadence steps
- Actions — compose email, SMS, log call, enroll cadence, ask Flow scoped to this lead
- Board view — /dashboard/leads/board for kanban by stage
Other ways leads arrive
- Public Forms (/f/…) submissions
- Meta Lead Ads, browser companion, CSV import
- Inbox capture and manual create from Schedule booking
Common issues
- Duplicate warning — review merge suggestion instead of creating a second record
- Cannot edit — you may not own the lead; ask admin to reassign
- Missing from list — check filters and smart queues on the Leads page