Add a new lead as soon as you identify a qualified opportunity — the sooner it is in the system, the easier it is to track.
Update the lead's status as your conversations progress so the pipeline stays accurate.
Search and filter your leads to find specific records quickly without scrolling through everything.
Create the lead right away rather than waiting — incomplete information can be filled in later.
Keep statuses current so your dashboard numbers and team reporting stay meaningful.
When an opportunity is agreed and a deal is in place, move it to the customers module.
Leaving statuses unchanged for weeks — stale pipeline data makes it harder to know what actually needs attention.
Creating a new lead when one already exists for the same contact — check for duplicates first.
Adding leads without any status or notes — even a brief summary helps your team understand the context.
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