Sales and owners
Leads / CRM
Track leads through your pipeline. Created with its groups and columns in one click, free on every plan.
Groups
Items move between these as work progresses. Rename or add groups at any time.
- 1New leads
- 2Contacted
- 3Qualified
- 4Won
- 5Lost
Columns
Added on top of the built-in Status, Priority, Owner and Due date.
| Column | Type | Options |
|---|---|---|
| Company | Text | |
| Phone | Phone | |
| Deal value | Number | |
| Source | Dropdown | Referral, Website, Ads |
| Notes | Long text |
How teams use it
- Every new lead is an item in New leads. Add them by hand or publish the form.
- Move the item across groups as the deal progresses, or automate it from the Source column.
- The dashboard view counts leads per group so you see where the pipeline is thin.
More on boards and views, automations and forms, or see the solution page.
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