Leads Management

Leads are people who may become customers but are not yet active customers.

Use leads to keep potential customers in one place, send invitations, and understand where interest came from.

Open leads#

You need the right customer or growth access to see leads.

Leads can come from:

Common lead statuses include:

Use statuses to decide who still needs follow-up.

Email is usually required for invitations.

Clean the list before uploading. Invalid emails create follow-up work.

Use the invitation action when you want a lead to create an account or join your business.

After sending, refresh the list and check status. If an invitation fails, check the email address first.

When attribution is available, leads may show where they came from, such as a website form, referral, or campaign source.

Use attribution as context for follow-up. It should guide the conversation, not replace your judgment.