Manage leads

Create a lead, schedule a follow-up, and review its activity timeline.

Steps

1. 1

   Open the lead list

   Open CRM → Leads. Use the status tabs and search field to find a lead. The summary cards show follow-ups due today, overdue, upcoming, or missing a follow-up.

   Open Leads ↗

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   Find and filter leads from the list.

2. 2

   Add a lead

   Select + New Lead. Enter a title and the relevant contact information. Add value, status, owner, expected close date, or notes when known, then select Create Lead.

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   Create a lead with the information you have.

3. 3

   Schedule a follow-up

   Open a lead and select + Schedule in Follow-ups. Choose the action, assignee, date and time, and notes. Select Schedule follow-up. The WhatsApp reminder checkbox is optional.

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   Set the next action for the lead.

4. 4

   Review the timeline

   Open the Timeline tab on a lead to see activity and follow-up history. Use Note, Call, Email, or Meeting to record the next interaction.

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   The timeline keeps a history of lead actions.