Leads, lists, and lead profiles

Overview

Create, find, qualify, assign, and update leads from one workspace.

Prerequisites and access

Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.

Steps

1. Open CRM → Leads and use search or filters.
2. Create a lead manually or open an imported lead.
3. Update status, assignee, notes, contact details, and source information.

Expected result

The change is stored in the active workshop and becomes visible only to authorized users.

Edge cases

• Confirm the active workshop before changing data.
• Do not create duplicates when the record already exists.
• Features can be hidden when the plan, configuration, or permissions do not enable them.

Troubleshooting

Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.