Five screens your team will live in

Inbox

Every form submission lands here first and waits for a person. Nothing becomes a lead until someone says so, which keeps spam and duplicates out of your pipeline and out of your numbers.

What you can do

• Accept a submission. It becomes a lead and goes to the product's default person.
• Merge it into a lead you already have. The inbox finds matches by name, email and company.
• Mark it as spam. It leaves the inbox and no lead is created.
• Filter by product or status, and search by name, email or company.
• See everything the form sent: every field, when it arrived and which page it came from.

Worth knowing

Keyboard shortcuts

Move through submissions with the arrow keys and act on each one without touching the mouse.

Nothing is lost

Spam stays findable under the Spam filter, and an accepted submission keeps a link to the lead it became.

Who can use it

Sales reps and admins. Read-only users can look but not act.

Pipeline board

Every open lead, by stage, with its deal value. It is the view your team keeps open all day. Try a working copy.

What you can do

• Drag a lead from one stage to the next, or use the move menu on each card if you prefer the keyboard.
• Filter the board by who a lead is assigned to, including leads nobody owns yet.
• See the deal value on every card and the count in every stage.
• Open any lead straight from its card.

Worth knowing

Same stages everywhere

The board uses the stages the reports use, so the funnel always matches what you see here.

Every move is recorded

A stage change appears in the lead's timeline and in the audit log, with who made it.

Read-only users

They see the board but cannot move cards.

Lead detail

One page per lead with everything your team knows about it, in order. A handover never starts from zero, and nobody has to ask "where did we get to with these people?"

What you can do

• Keep contact details together: name, email, phone, company and LinkedIn.
• Set the deal value, the source, the stage and who the lead is assigned to.
• Log a call or add a note. Each entry joins the timeline with who wrote it and when.
• Set a follow-up with a title, a description and a due date. Overdue ones show up on the dashboard.
• Attach a contract or an image to the lead.
• Archive a lead you are done with, or delete it.

Worth knowing

Dates look after themselves

Created and last-contact dates update on their own as you work.

Archived is not gone

Archived leads keep their history and still count in reports.

Deleting asks first

Delete needs a confirmation, and the audit log records who did it.

Reports

The questions a sales manager asks every Monday, answered from the same data the board uses. Switch the range above and the numbers change.

What you can do

• Pick a range: last 30 days, last 90 days, this quarter, this year, or any dates you choose.
• Read the funnel: how many leads reached each stage, how many sit in it now, and the conversion rate at each step.
• Compare by source, by product and by rep: created, open, won and lost.
• See form submissions next to the leads they turned into, per product.
• Watch weekly activity: leads created and leads won, week by week.

Worth knowing

Archived leads

Include them or leave them out with one switch.

Reps need assignments

The rep report compares the leads assigned to each person, so assign early.

Sources are set at creation

Tag the source when a lead is created and the source report takes care of itself.

Settings & security

Everything an admin controls, and the safeguards that run on their own. Know who can see what, and who changed what.

What an admin can do

• Invite people with a username and a temporary password. Reset a password or deactivate someone later.
• Add products. Each has its own forms, its own API keys and a default person for new leads.
• Set up intake forms: the fields, which websites may post to them, the starting status and who gets notified.
• Create API keys tied to one product. Each is shown once and can be revoked at any time.
• Define lead sources and give each a weight that adds up to a lead's score.
• Read the audit log: every create, update, delete and assignment, with who did it and what changed.

Runs on its own

Spam defences

A hidden trap field and rate limits run before a submission is ever stored.

Allowed websites

A form only accepts submissions from the sites you list, unless a server posts with a key.

Unused keys stand out

Every key shows when it was last used, so stale ones are easy to spot.

Clean offboarding

Deactivate someone and they lose access immediately. Their leads keep their name.