Leads
Browse leads by pipeline stage, manage contact details, take notes, and track activity on the lead detail page.
Leads are the core of your CRM. Each lead represents a potential client flowing through your pipeline. You can browse leads by status, view detailed profiles, take notes, and track all activity in one place.
Pipeline Status Pages
Click any pipeline stage in the CRM sidebar — New, Potential, Bad Timing, Client, or Unqualified — to see a paginated table of leads in that status.
Each table row shows the lead's name, email, phone number, language, and purchase date. Click any row to open the lead's detail page.
Searching Leads
Click the Search button in the toolbar (or press Cmd+K) to open the search palette. Type a name, email, or phone number to quickly find any lead across all statuses.
Filtering by Team Member
Use the Member Filter dropdown in the toolbar to show only leads assigned to a specific team member. This is helpful for managers reviewing individual agent pipelines.
Adding Leads
Click the Add Lead button in the toolbar to manually create a new lead. For bulk imports, see Import Leads.
Lead Detail Page
Click any lead to open their detail page. This is where you manage everything about that lead.
Contact Information
At the top of the page you'll see:
- Name — The lead's full name with an avatar showing their initials
- Email — Click the copy button to copy it to your clipboard
- Phone — Click the copy button to copy it
- Language — Displayed with a country flag
- Lead group — Which lead plan this lead came from
Admins and lead owners can edit the name, email, and phone number by clicking the pencil icon next to each field.
Status
The current pipeline status is shown as a badge. Click the status dropdown to move the lead to a different stage: New, Potential, Bad Timing, Client, or Unqualified.
Owner Assignment
You can assign or reassign the lead to any team member using the owner dropdown. Select a team member from the list, or choose to unassign the lead.
Notes
The Notes section lets you keep track of conversations and observations.
- Add a note — Click the + button, type your note, and click Save. Press the X button to cancel.
- Edit a note — Click the pencil icon on any note to edit it inline, then save.
- Delete a note — Click the trash icon to remove a note.
Tasks
The Tasks section shows tasks specific to this lead. You can create new tasks, toggle completion, and edit task titles right from this page. See Tasks for more details.
Timeline
The Timeline tab shows a chronological view of all activity on the lead, including:
- Notes you've added
- Tasks created and completed
- Calls made (with duration, recording playback, and AI analysis)
Entries are sorted with the most recent at the top, with relative timestamps like "2h ago" or "3d ago".
Call History
In the timeline, call entries display:
- Call duration
- An audio player for recorded calls
- A Transcribe button to generate an AI transcription
- Call analysis with sentiment, interest level, key topics, objections, next steps, and coaching tips (once transcribed)
AI Agent
Click the Claude button in the top-right area to open the AI chat pane with context about this lead. See AI Agent for what you can do.
Related Articles
Tasks
Create, track, and complete follow-up tasks for your leads with due dates and overdue indicators.
Calling
Use the power dialer to call through leads automatically, with call recording and AI-powered transcription.
AI Agent
Use the Claude AI assistant to get lead insights, create tasks, search properties, and manage your pipeline.
Import Leads
Bulk import leads into your CRM from a CSV file using the step-by-step import wizard.