Leads
Statuses, deal values, follow-ups, imports, exports and the revenue report.
Your pipeline: stages, rules and automations
Order your stages, choose where new leads start, decide who may move leads, and automate what happens next.
Record what a deal is worth
Deal value, quoted price, one-off versus recurring, and deals in another currency.
Read the Revenue report
Won, open and lost value by owner, source, status or month, and how to get to the leads behind a number.
Mark a subscription as ended
What to do when a recurring customer cancels, without rewriting what the deal was worth.
Import leads from a spreadsheet
Excel or CSV, one sheet at a time, with the columns the import understands.
Export leads to a CSV
The one-time code, what the file contains, and why amounts may be missing.
Follow-ups: Due Today and Overdue
How the next action on a lead drives your daily lists and reminders.
Respond fast: first-contact deadline and round-robin
Give every new enquiry a deadline for its first contact, alert a manager when it is missed, and share new leads out in turn.
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