Add a lead
How to view leads:
In the left menu, go to Marketing → Leads.
A table with all leads and their details will appear.
The filter on the left allows you to select:
- Level – e.g., Subscriber.
- Ownership – All, Owned by me, Managed by me.
- Open/Closed – active or closed leads.
How to add a new lead:
1
Click on Leads section.
2
Click the orange button
3
Fill in the basic information:
A form will open where you fill in:
- Campaign - the campaign from which the lead originated.
- Contact - contact information (name, email, phone, website).
- Price & Currency - expected lead value.
- Score - numerical rating.
- Owner / Manager - responsible persons.
- Source channel - source of the lead (Web, Advertisement, Partner, Cold call…).
- Tags - e.g., Duplicate, Needs attention, Great opportunity.
- Expected close date - anticipated closing date.
4
Click the orange button
How to manage a lead:
When you click on a specific lead, its detail view opens with several tabs:
- Lead – basic info, manager, notes, workflow.
- Documents – files linked to the lead.
- Tasks – tasks related to the lead.
- Deals – connection to a deal.
- Calendar – schedule of activities and meetings.
- History – complete log of changes and activities.
Additional options:
Gear icon → Export/Import leads to/from CSV, choose which columns are displayed.
Funnel icon (filter) → advanced filtering by source, status, or owner.
Tips
- Use Score to quickly evaluate lead quality.
- Tags help prioritize leads (Great opportunity, Needs attention).
- When linking a lead to a Deal, all information is transferred to the deal.
- Use the lead’s Calendar to plan follow-up activities.
Common mistakes
No Owner/Manager assigned → the lead remains without a responsible person.
Incorrect Source channel → makes campaign success harder to evaluate.
Not using History → loss of visibility into activities and changes.
Summary
| Topic | Summary |
|---|---|
| What Are Leads | Leads = potential customers. |
| Creating a Lead | Add a new lead via + Add lead. |
| Lead Details | Lead details include contacts, documents, tasks, deal links, calendar, and history. |
| Benefits of Lead Management | Regular lead management improves sales results and builds on campaign outcomes. |