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:

1. Automatically -- via the public Lead Capture API when a visitor submits a web form
2. 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)

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:

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.

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