Leads & pipeline

A lead is a potential customer. The CRM tracks each lead from first contact to a won deal, on a simple pipeline of stages.

1. 1Open CRM from the sidebar. Press New lead and fill name, company, email, phone, source and value.
2. 2Open a lead to log activities (calls, notes, meetings) on its timeline.
3. 3Use the Pipeline view to drag leads between stages as they progress.
4. 4When you win, press Convert to turn the lead into a Client + Contact + a won Deal.

Email a lead directly from their page: each lead has an email thread with a composer, and every send is tracked — you see when the email was opened and when a link inside it was clicked. Replies (via the inbound email connection) land in the same thread. Addresses that unsubscribed from your campaigns are automatically protected from one-to-one sends too. Sequences take it further: build a multi-step drip (day 0 intro, day 3 follow-up, …) under CRM → Sequences and enroll leads — steps go out automatically through the same tracked thread, and the moment a lead replies, their drip stops on its own.