Leads, board, and stages

Saved leads

Leads is the working list for prospects saved from research or created by the team. Search and filter the list, then open a record to review its details and commercial state.

Qualify a lead

• Set the deal stage
• Assign a teammate
• Add tags for segmentation
• Write notes that explain the qualification decision
• Review the activity timeline before the next action

Use the board

The board groups leads by stage so the team can review movement and workload. Move a lead when its commercial state changes, not simply because time has passed.

Manage stages

Use the Stages page to align the pipeline with the team’s process. Keep meanings clear enough that different teammates would place the same opportunity in the same stage.