Leads & customers
Add, find, work and close deals.
- Reading the lead list: colours, tags and countersWhat the coloured stripe means, what the tags by the name mean, and how to know who to handle first.5 min readAgentManagerAdmin
- Adding a lead manuallyCustomer called or walked in? Add them in thirty seconds.3 min readAgentManagerAdmin
- Searching, filtering and sorting leadsFind a lead by name, phone or contact — and save filters you use every day.4 min readAgentManagerAdmin
- The lead card — full tourEverything on a lead's card, top to bottom: status, stages, AI insights, actions and details.6 min readAgentManagerAdmin
- Changing a lead's statusHow to update where a lead stands — and what happens when you pause a lead or mark it not interested.5 min readAgentManagerAdmin
- Closing a deal, deal value and repeat dealsRecord what the deal is worth, close it correctly, and open a new sales round for an existing customer.5 min readAgentManagerAdmin
- Assigning a lead to another repMove a lead to another rep (or unassign it) in three clicks.2 min readAgentManagerAdmin
- Notes on a leadLog what was agreed — so you (and anyone who opens the lead) know exactly where it stands.3 min readAgentManagerAdmin
- A reminder to call the customer back"Call me tomorrow at ten" — here's how the system makes sure you don't forget.3 min readAgentManagerAdmin
- Activity timeline: calls, WhatsApp, email and recordingsEverything that happened with the customer — on one timeline, with search and recordings.3 min readAgentManagerAdmin
- Editing lead details and contactsFix a name or phone, add a nickname, and attach more contacts from the same business.3 min readAgentManagerAdmin
- Deleting a lead and deletion requestsReps request, team leads and managers approve. Nothing is gone forever.3 min readAgentManagerAdmin
- Calls and messages from unknown numbersSomeone called or wrote from a number not in the system? Decide: new lead, existing lead, or irrelevant.3 min readAgentManagerAdmin
- Working leads from your phoneSwipe to call, a bottom action bar — the whole job works on mobile too.2 min readAgent
- Importing leads from a file (Excel / CSV)Upload a whole customer list at once — with column mapping and a review before saving.5 min readManagerAdmin