Leads

1. Table or board

   Switch between a sortable table and a board with one column per status. On the board, the arrows on a card move the lead to the previous or next status.

2. Add a lead

   Record an enquiry that came in by phone or at the showroom. Leads from your website and other channels arrive here on their own.

3. Search and filter

   Search the list and narrow it by status, type, source, the person responsible or an overdue reply. The columns button chooses what the table shows.

4. Your leads

   Each row shows the enquiry, where it came from, its status and how much time is left to reply. Open a name to see the full lead and its activity.

5. Leads

   Every enquiry from every channel, with its reply target, the person responsible and its progress to a sale.