Manage leads and convert them into customers
The Leads app helps you work with potential customers in a structured way. After a lead is created, you can update its details, add notes, track its workflow stage, and connect related activities such as tasks, calendar events, and deals.
How lead management works
When you open a lead record, Hubleto gives you one place to manage the most important information:
- Lead details - contact information, source, owner, manager, score, and other core fields.
- Workflow - the lead can move through a defined process stage as it develops.
- Notes - useful for writing down context, follow-up information, or important observations.
- Related tabs - depending on the record, you can work with connected items such as
Tasks,Deals,Calendar,Documents, andHistory.
This makes it easier to keep the lead updated and avoid losing information during follow-up.
How to manage a lead
Go to Marketing -> Leads.
Open the lead you want to manage.
Review and update the main lead information.
Typical fields can include:
- Contact details - such as name, email, phone number, or website.
- Owner / Manager - the people responsible for the lead.
- Source channel - where the lead came from.
- Score - a rating that helps evaluate lead quality.
- Workflow stage - the current stage of the lead in your process.
Add or update notes directly in the lead record so important information stays attached to the lead.
Use related tabs such as Calendar, Tasks, or Deals to plan follow-up work and connect the lead to the next sales steps.
Click after making changes.
Converting leads further in the process
Lead management is most useful when the record is kept current. As the relationship develops, the lead can move forward in the workflow and can also be linked to a deal for the next stage of the sales process.
This helps teams:
- keep follow-up activities visible,
- store all important notes in one place,
- maintain a clear overview of which leads need attention,
- support a smoother transition from initial interest to active sales work.
Tips
Update the lead record regularly so the latest information is visible to the whole team.
Use notes for important context that should stay attached to the lead.
Plan follow-up activities in Calendar or Tasks so promising leads are not forgotten.
Review the workflow stage often to keep the lead pipeline accurate.
Common mistakes
Not saving changes: updated notes, fields, or workflow changes can be lost if they are not saved.
Missing follow-up actions: without tasks or calendar reminders, leads are easier to overlook.
Outdated workflow stage: if the stage is not updated, the pipeline stops reflecting the real sales situation.
Summary
| Topic | Summary |
|---|---|
| Lead management | Leads can be updated with details, notes, workflow stage, and related activities. |
| Related tabs | Leads may include connected tabs such as Tasks, Deals, Calendar, Documents, and History. |
| Ongoing work | Good lead management depends on regular updates and follow-up actions. |
| Progression | A managed lead can continue through the workflow and be linked to further sales activity such as a deal. |