CRM & sales / Guide
Lead Management
Turn incoming enquiries into a process your team can follow.
This guide explains concepts and example workflows. Available settings, integrations and steps depend on your plan, configuration and current product release.
Where leads come from
Sources may include forms, WhatsApp, third-party platforms, APIs or manual entry depending on supported integrations and setup.
What to capture
Record the person's contact details, source, need, owner and next action. Avoid collecting more information than necessary.
Example journey
Customize these stages for your business.
NewQualifiedContactedFollow-upMeetingWon or lost
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