CRM

Manage leads and clients

Create, import, organize, edit, tag, and convert contacts in the CRM.

Overview

Leads is the pipeline board for prospects and active opportunities. Clients is the record set for converted contacts and policy/customer management.

Leads can be created manually, imported from CSV, searched, tagged, moved between stages, and promoted to clients.

Pipeline stages and tags are configurable from Settings, with system stages protected where required by the platform.

1. Create a lead
Open Leads and choose New lead. Enter contact details, location, lead source, product type, and notes.
2. Import a CSV
Use the CSV import action on Leads, map the detected columns, preview the import, then submit the records.
3. Organize the board
Drag or update leads across pipeline stages. Use search, status filters, and tags to narrow the board.
4. Open a detail record
Open a lead or client record to edit contact fields, review documents, see related meetings, and continue follow-up.
5. Promote a lead
When a prospect becomes a client, use the promote flow so the lead moves into the client area without losing context.

Use tags for segmentation that cuts across pipeline stages.
Use pipeline stages for operational status, not long notes.
Document matching uses lead/client records, so keeping names and contact details accurate improves matching.

Check the CSV column mapping and normalize lead status values before import.

System stages are protected. Rename or recolor them if allowed, and add custom stages around them.