Leads

Kanban
Table
Dashboard
▼ Filters

Click a lead card to open the full detail. Status changes happen inside the lead modal.

Create New Lead

Lead Information
Industry Classification
Product Interest(s) *
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Description Information
Import Leads from CSV

Upload a CSV file to bulk create leads. Download the template first to see the expected format.

💡 Leave lead_owner_email blank to assign rows to yourself. Managers can populate it to batch-assign leads to other BDMs.
Import Leads from Mailchimp

Select a sent campaign to import its recipients as leads, or choose an audience to import subscribers.

Reassign Selected Leads

Convert Lead to Opportunity

Required — give the opportunity a name.
Required — when do you expect to close?
Required — pick where this came from.
Required — pick the channel.
Required — first name.
Required — last name.
Estimated Value
Internet, Voice, and Mobile MRR required. New MRR /mo auto-totals the three. Values get overwritten by a Primary Quote when one is linked.
Internet MRR * /mo
Required.
Voice MRR * /mo
Required.
Mobile MRR * /mo
Required.
New MRR /mo — auto
$0
One-Off Revenue (optional)
Reduction MRR /mo (optional)

Log Call

Why was this lead lost?

Closing a lead as Lost requires a reason so we can track patterns.

Bulk close as Lost

Pick a Lost Reason. The same reason will be applied to every selected lead.