Leads

In this section

• Ways to add a lead Add one contact with Quick add lead, import many with AI from text or a file, share the public Lead Form, or add from the app.
• Follow up on a lead Call, WhatsApp, log a call, add a follow-up, read the timeline, and change the agent — from the website or the app.
• Convert a lead to a client Convert a lead to a client from the profile, or let a stage change do it when Add to clients is ticked, and set the employee commission for that conversion.