📄️ Leads and Pipelines
A lead represents a business opportunity tied to a contact. A pipeline organizes leads into stages so you can track their progress from first inquiry to close.
📄️ Create a Pipeline
Set up a pipeline to organize and track leads through your business process.
📄️ Add a Lead to a Pipeline
Create a lead to track a business opportunity within a pipeline.
📄️ Move Leads Through Stages
Update a lead's stage as it progresses through your pipeline.
📄️ Reorder Columns
Rearrange columns in the Leads table to prioritize the information you need.
📄️ Edit Pre-Set Filters
Update the pre-set filters on your Leads page to match your current criteria (e.g., changing date ranges from 2024 to 2025).
📄️ Add Custom Fields to Leads
Create custom fields to track additional details on leads, such as service interest or preferred appointment time.
📄️ Show or Hide Fields in a Pipeline
Control which fields are visible in your Leads table. This involves two steps: enabling field access for the pipeline, then choosing which fields to display.
📄️ Customize the Lead Info Panel
Reshape the Lead Info panel for your whole organisation — reorder, rename, show or hide sections, and move custom fields between them without leaving the lead view.
📄️ Search the Lead Info Panel
Jump to any field on the Lead Info panel without scrolling the sections — including fields that are currently hidden or unassigned.