Open Leads
Click **Leads** in the sidebar (/dashboard/leads).
List and board
- Table view — filter, search, smart queues, bulk actions
- Board view — kanban by stage at /dashboard/leads/board
- Form filter — slice leads by capture source when forms exist
Lead detail
- Timeline — email, SMS, calls, notes, form submissions, cadence steps
- Actions — compose, log call, enroll cadence, ask Flow scoped to this lead
- Assignee and stage — update per your role permissions
Common issues
- Cannot edit — you may not own the lead; ask admin to reassign
- Duplicate warning — review merge suggestion instead of creating a second record