Leads & forms

Work your leads day to day

Stages, notes, tasks and ownership — the everyday loop.

1. 1

   Open Leads and click a lead to see everything about them in one place.

2. 2

   Move the lead to the next stage as the conversation progresses. Stages are yours to rename in Settings → Stages.

3. 3

   Add a note after each conversation so anyone on the team can pick up where you left off.

4. 4

   Create a task with a due date for the next step. Tasks due today show on the Tasks page.

5. 5

   Assign the lead to a team member if someone else should handle it.