Skip to content

Leads

Prospects before they're customers — the same workspace shape as Tickets: KPI tiles, filter tray, list ↔ board by lead status.

Where: CRM → Leads

Capture a lead with contact details, source and owner; qualify it through your statuses; convert the good ones into an opportunity (pipeline) or straight into a customer. Lead statuses are configurable in CRM settings.

Running your business with ease