Track and win leads
Capture potential customers and move them from first contact to a sale.
Open Lead Management
Go to Leads. This is where you keep track of people who might buy from you, before they become full customers.
Add a lead
Tap Add Lead and enter their name, email or phone, where they came from, and how much you think the deal is worth.
Move leads along your pipeline
As you follow up, mark each lead Contacted, Qualified, Won, or Lost. The summary at the top shows your pipeline and how much you've won.
Win the sale
When a lead agrees to buy, mark it Won. Use search and the status filter to quickly find leads that need a follow-up.