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Capture and manage Leads

Track potential customers in a built-in lightweight CRM.

Leads is a lightweight CRM for tracking potential customers from first contact to closed deal.

Add and manage leads

1. Open Leads.
2. Click to add a lead with their name, number, source, and status.
3. Leads can also be created automatically from chats and automations.
4. Filter and search to focus on the right people.

Move leads through your pipeline using Lead Status and the Kanban Board.

Related guides

• Manage your product catalog
• Customise your lead statuses
• Track leads on the Kanban board

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