Leads overview

What leads are and how they move through your process.

A lead is a prospective customer you’re working to qualify. Leads capture the person and their company, a source, a status and a rating, and serve as the entry point to your pipeline — once qualified, a lead is converted into a deal (and optionally a contact and account).

Views

Leads can be viewed as a table (sortable, filterable, with customizable columns) or as a Kanban board grouped by status, so you can drag leads between stages.

What you can do with a lead

Create, edit and import leads.
Track engagement — Calls, Emails, Meetings and Tasks — on the lead’s detail screen.
Score and auto-assign leads (see Lead Scoring and Lead Assignment Rules).
Convert a qualified lead into a deal/contact/account.

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