A useful record, from the first enquiry
Keep names, phone numbers, email, customer codes, source, campaign, and Facebook form answers alongside the lead. Open a quick view for context or a full detail page for assignments, field data, and the activity timeline.
Find the work that needs you
Filter by status, source, labels, assignee, creation date, and quality. Save a working view for tomorrow. Switch between your own records and sources shared by colleagues, with the permissions the owner has granted.
Make the next step visible
Add remarks, log calls, attach files, open the relevant conversation, and assign a teammate. Organize follow-up with folders and labels while the underlying lead status stays clear: New, Processing, or Converted.
How it comes together.
- 1Capture an enquiry
- 2Add context and ownership
- 3Record the next action
Setup & availability
Feature access and limits depend on your workspace configuration and subscription.
Detailed setup instructions