# Leads Management

Track potential customers before they become customers, including manual, CSV or Excel, website, and referral leads.

Canonical URL: https://www.naayya.com/help-center/leads
Category: customer-management
Last updated: 2026-09-20T00:00:00Z

# 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

1. Go to **Admin > Customers**.
2. Select the **Leads** view.

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

## How leads can be added

Leads can come from:

- Manual entry
- CSV or Excel import
- Website lead form
- Referral activity
- Other customer acquisition workflows connected to your business

For website capture, see [Add a Lead Form to Your Website](/help-center/website-lead-form).

## Lead statuses

Common lead statuses include:

- **Not invited**: the lead has not been invited yet
- **Invited**: an invitation was sent
- **Error**: an invitation attempt failed and needs review

Import failures appear in the import results. They are not a lead status.

Use statuses to decide who still needs follow-up.

## Add one lead

1. Open **Admin > Customers > Leads**.
2. Click **Add lead**.
3. Choose **Add single lead**.
4. Enter the person's name, email, phone, and notes where available.
5. Save the lead.

Email is usually required for invitations.

## Import a customer list

1. Open **Admin > Customers > Leads**.
2. Click **Add lead**.
3. Choose **Import customer list**.
4. Select a CSV or Excel (.xlsx) file.
5. Check the column matches. Naayya recognizes common columns automatically; match or skip any remaining columns manually.
6. Select **Review import** and check the preview for contacts that are ready, need review, are duplicates, or will be skipped.
7. Confirm the import.

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

This imports the customer or contact list only. Schedules, memberships, credits, bookings, staff, and rooms require a separate migration.

## Send invitations

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.

## Use attribution details

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.

## Related articles

- [People Overview](/help-center/people-overview)
- [Customer List](/help-center/customers-list)
- [Add a Lead Form to Your Website](/help-center/website-lead-form)
- [Referrals](/help-center/referrals)