Leads and sales pipeline

Create a lead manually

Create a lead manuallyCapture prospect details, source, status, value, tags and assigned staff.

Use the leads list view

Use the leads list viewFilter, sort, search and perform controlled bulk actions across lead records.

Use the leads Kanban pipeline

Use the leads Kanban pipelineMove leads between statuses visually and focus on active opportunities.

Configure lead statuses

Configure lead statusesCreate and order pipeline stages that match the organisation’s qualification process.

Configure lead sources

Configure lead sourcesTrack where prospects originate for attribution and performance reporting.

Assign and reassign leads

Assign and reassign leadsTransfer ownership while preserving notes, activity and communication history.

Add lead notes, activities and attachments

Add lead notes, activities and attachmentsBuild a complete internal timeline of calls, decisions, files and follow-up actions.

Mark leads as lost or junk

Mark leads as lost or junkRemove unsuitable leads from the active pipeline without immediately deleting their history.

Convert a lead to a customer

Convert a lead to a customerCreate a customer and contact from a qualified lead while carrying forward relevant information.

Create a web-to-lead form

Create a web-to-lead formBuild an embeddable form that creates leads automatically from a website.

Configure lead email integration

Configure lead email integrationCreate leads from incoming email after mailbox, cron and routing settings are correctly configured.

Companies House Leads →

Import selected companies to Leads →