Managing Leads
Capture, nurture, and convert leads into clients. Choose a SupaBook guide below for step-by-step instructions.
Managing Leads articles
- Adding Leads Manually: Create new leads in your pipeline with all relevant information
- Archiving and Restoring Leads: Remove inactive leads from your active workflow without deleting their history
- Using Lead Capture Forms: Set up forms to automatically capture leads from your website
- Lead Pipeline Stages: Understand and customize your lead pipeline workflow
- Converting Leads to Clients: Turn qualified leads into paying clients with ease
- Lead Scoring & Qualification: Record qualification, wins, and loss reasons without losing attribution history
- Analyze and Draft a Suggested Response: Analyze a lead, review its fit decision and required next step, then generate a response draft
- Lead Research: Review the company research Lead Autopilot used for routing and draft suggestions
- Quick Estimate From Lead: Auto-calculate a ballpark estimate from lead details using your active CSV rate sheet
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