Lead management

Lead management

CRM view

The CRM > Leads tab displays all your leads in a table with:

• Name and contact details
• Status: New, Contacted, Qualified, etc.
• Source: Original ad platform
• Origin: Campaign/ad set detail
• Creation date
• Estimated revenue

Create a lead

Click + New lead and fill in:

• First and last name (required)
• Email or phone (at least one)
• Ad source (optional — automatically populated if tracking is configured)
• Notes (optional)

Lead workflow

Leads follow a state machine with defined transitions:

New > Contacted > Qualified > Proposal > Won or Lost

Each transition is logged with date and user. You can also mark a lead as "Bad number" at any time.

Bulk actions

Select multiple leads to:

• Change status in bulk
• Export the selection
• Assign to a team member

Search and filters

• Text search: By name, email, or phone
• Status filter: All, New, Contacted, Qualified, etc.
• Source filter: Meta, Google, TikTok, Manual
• Date filter: Creation period
• Sort: By date, name, status, or estimated revenue