Alpha Managing Leads
Create, edit, assign, and track leads in the CRM
Managing Leads
This page covers the day-to-day operations for working with leads in the CRM.
Creating a Lead
Leads can be created in two ways:
- Automatically -- via the public Lead Capture API when a visitor submits a web form
- Manually -- by clicking New Lead in the CRM leads overview
When creating a lead manually, fill in at minimum the first name, last name, and email. Select a lead source and optionally assign an owner.
Editing a Lead
Open any lead from the leads overview to access its detail page. From there you can:
- Update contact information (name, email, phone, company)
- Change the lead status
- Add or edit the interest and message fields
- View UTM campaign data (read-only for API-submitted leads)
Renaming a Contact
A misspelt name is the most common correction, so it has its own shortcut: the pencil next to the name on the lead detail page opens a small dialog with just the first name, last name and company. The same pencil sits next to the customer name on an opportunity, so the correction can also be made where it is usually noticed.
Either way the rename is propagated:
- The lead keeps every other field exactly as it was -- only the name is written.
- The converted customer is renamed to match, and switches between person and company if the company name is added or cleared.
- Opportunity titles derived from the name are rewritten. Titles are seeded at qualification as
<name> - <interest>, so "Jan Jansen - Bathroom" becomes "Jan Janssen - Bathroom".
An opportunity you have renamed by hand is left alone -- only titles that still start with the old name are rewritten, so a custom title like "Urgent attic job" survives the rename.
A contact always needs a name: either a company name, or both a first and a last name.
Assigning Owners
Every lead should have an owner -- the team member responsible for follow-up. Owners can be set:
- At creation -- select an owner when creating the lead manually
- From the detail page -- change the owner dropdown at any time
- Bulk assignment -- select multiple leads in the overview and assign an owner
Unassigned leads appear in the dashboard actions list as items needing attention.
Lead Activities
From the lead detail page, you can log activities directly against the lead:
| Activity | Use case |
|---|---|
| Call | Record a phone call with the contact |
| Log an email exchange | |
| Meeting | Note a scheduled or completed meeting |
| Note | Add internal observations |
| Task | Create a follow-up action item with a due date |
Activities are displayed in a timeline on the lead detail page, ordered by date.
Overdue Tracking
Leads are considered overdue when they have been in the NEW or CONTACTED status without any recent activity past the expected follow-up window. Overdue leads:
- Appear highlighted in the leads overview
- Show up in the dashboard actions list
- Can be filtered using the overdue filter in the overview table
To resolve an overdue lead, either log a new activity (which resets the follow-up clock) or move the lead to QUALIFIED or UNQUALIFIED.
Deleting Leads
Leads can be deleted from the detail page. Deleting a lead removes it and all associated activities permanently. This action cannot be undone.