Leads and pipeline

Manage contacts, track activity, schedule follow-ups, work deals through a pipeline, and route website leads with projects.

Contacts

The contact list is where most day-to-day work happens.

Adding contacts

Add Contact: The full form, with every standard field plus any custom fields your administrator has defined.
Quick Add: An inline row at the top of the table for entering a lead without leaving the list.
Contact + Deal: Creates a contact and, in the same flow, an optional first deal for them.
Import: Bulk-create contacts from a file. Available to administrators.
Website form: Submissions from your site arrive automatically once the form integration is set up.

Fields on a contact

Field	Notes
Name, email, phone	Required. Email and phone must be unique within the organization. Administrators can make email optional for leads whose forms don't collect one.
Company	Optional.
Lead score	A number from 0 to 100 you can use to rank leads.
Status	Cold, warm or hot by default — administrators can replace these with their own set.
Stage	Pre-sales progress: Not Contacted, No Response, Follow Up or Connected.
Source	Where the lead came from, such as Referral, Website Form, Social Media or Import.
Campaign details	UTM source, medium, campaign, term and content, plus the page and form the lead submitted.
Comment	Free text notes.
Custom fields	Any additional fields your administrator has configured.

Working the list

Search by name, company, email or phone.
Build filters row by row — pick a field, choose Is or Is not, then pick a value. Add as many rows as you need.
Filter by status, assignment, assigned member, month, source, stage, or whether the contact has any deals.
Choose how many rows per page — 100, 200 or 500.
Show, hide, reorder and resize columns; the layout is remembered per device.
Select rows with the checkboxes to delete in bulk (administrators and members with delete permission).
Export the results — see Exporting data.

Your search and filters are remembered

Filters, the search term, page size and column layout persist as you navigate away and come back, and across a browser refresh.

Keyboard shortcuts

Shortcut	Action
Ctrl + N	Quick add a contact
Ctrl + D	Create a contact and a deal together
Ctrl + F	Focus the search box

Contact details and activity

Opening a contact shows its full profile alongside everything that has happened to it.

Profile: All standard and custom field values, the assigned owner, and when the record was created and last updated.
Activity timeline: An audit trail of what changed and who changed it — creations, updates with the specific fields that changed, deletions, assignment and unassignment, and new enquiries.
Enquiries: Later form submissions that matched this same person. The profile keeps the original record; each repeat submission is listed here with its own details and timestamp.
Related deals: Every deal linked to this contact, with quick access to open or edit them.
Follow-ups: Scheduled reminders for this contact.
Quick actions: Call or email the contact, create a deal, or edit the record.

Follow-ups

A follow-up is a dated reminder with a message, attached to a contact. Schedule one from the contact's page, and it appears on your dashboard as it comes due.

Status	Meaning
Pending	Scheduled and not yet due, or due and waiting for you
Sent	The reminder has gone out
Completed	You marked the follow-up as done
Dismissed	You decided it wasn't needed
Cancelled	The system closed an automatic follow-up that no longer applies
Failed	The reminder could not be delivered

The dashboard shows upcoming follow-ups and recently processed ones, so nothing quietly slips past its date. Every pending follow-up has Done, Snooze (1 day, 3 days or 1 week) and Dismiss. Done and Dismiss count as activity on the lead.

Automatic follow-ups

Admins can have the CRM create follow-ups for leads that go quiet. In Settings → Follow-ups, turn the feature on and choose, per contact status, how many days without activity trigger a follow-up. Leave statuses like junk or not qualified off. Automatic follow-ups are marked Auto on the dashboard and show why they were created.

Resets the clock	Doesn't reset it
Editing the lead, including its status or stage	Website form enquiries
Creating or changing one of its deals	Imports
Calling or emailing it from the CRM	Reassigning the lead
Scheduling a follow-up, or marking one Done or Dismissed	Snoozing a follow-up

Rules are checked every morning at 9:00 AM IST, Monday to Saturday. Days are calendar days in India time: with a 3-day rule, a lead last touched on Monday gets its follow-up on Thursday.
Leads that already have a pending follow-up are skipped, so a lead never has more than one automatic follow-up open.
A follow-up goes to the lead's assigned person. Unassigned leads go to the owner chosen in settings, or to all admins. With restricted lead visibility, only an admin can be that owner.
Each person gets one digest email a day listing their automatic follow-ups, plus a notification.
A daily limit caps how many are created at once; the highest-priority leads go first.
If a lead moves to a status that's switched off, or the feature is turned off, its automatic follow-up is cancelled.

Deals

A deal is a revenue opportunity attached to a contact. Every deal has a title, a value, a stage, a probability and an open date, plus optional description, comment, close date and custom fields.

Default stages

Prospecting
Proposal
Qualification
Closing
Won
Lost

Administrators can replace these with their own stages, each with its own label, colour, default probability and order, and can mark which stages count as won and which as lost.

The deals list

Summary cards show open pipeline value, won value, won count and the number of active deals.
Search by title, and filter by stage or by month.
Show, hide, reorder and resize columns, and set the page size.
Values are shown in your organization's currency.
Export the results — see Exporting data.

Projects and lead routing

A project is a named lead source — a landing page, a campaign, a microsite. Each project has a slug, and when a website submission includes that slug the new lead is routed to the people assigned to the project.

1Create a project and give it a name and a slug such as summer-lp-2026.
2Assign one or more team members to it.
3Include the slug in your website form submission.
4New leads from that form are attributed to the project and routed to its assignees.

The Projects page also gives you a ready-made snippet to embed, and projects can be archived when a campaign ends.