Sales - leads
What it is for
Sales - leads is your lead pipeline: every prospect, with its stage, score, car of interest and next task. From each lead you open its lead workspace to contact, schedule and qualify.
Access
- Menu: Sales › Sales - leads (
/dashboard/sales/leads). - Requires the Sales module on your team.
Steps
- Open Sales › Sales - leads.
- Switch between Kanban and Table.
- In Kanban, drag a lead to another stage ("Drag a lead here"). Undo reverts the move.
- Click Add lead, fill at least one contact way (Phone, Email, WhatsApp, Facebook, Instagram, Snapchat, TikTok or Other), then Open lead or Add another.
- On a lead card, use Message, Schedule, Add task or More actions.
- To close a lost deal, choose Mark lead as lost, select a Lost reason, add an Optional note, then Mark as lost.
- To merge duplicates, open Merge two leads: search the duplicate, choose the Lead to keep and the Values to keep, then Merge.
- Click a lead to open its lead workspace.
The lead workspace
The lead workspace (/dashboard/sales/leads/<lead id>/lead-workspace) gathers the lead's contact details, the cars they are interested in, notes, tasks, messages and the timeline of activity. From there you message the lead, schedule a test drive or a meeting, merge or mark the lead as lost.
See Lead workspace for details.
Good to know
- Leads are tagged Hot, Warm or Cold.
- A Possible duplicate badge appears when another lead has the same phone or email.
- A merge moves everything to the lead you keep and archives the other one. You can undo it for 30 days.
Common issues
"Please add at least one valid contact way." Fill a phone number, an email or another contact channel.
"Same phone number already exists." / "Same email already exists." The lead already exists: open it or merge the two leads.
"Couldn't move the lead". The stage change was not saved. Try again.
"Lead assigned to another owner. It may not appear in your list." The lead belongs to a colleague; ask them or an admin to reassign it.