Leads and the pipeline
Add and track leads, move them through pipeline stages, keep notes, and merge duplicates.
Updated November 9, 2026
Who can use this: Roles with Lead Center access.
Lead Center keeps every lead in one list and shows them on a pipeline board. You can move leads between stages, record the deal value, and keep notes.
Add a lead
Open Lead Center in the sidebar and click Add Lead.
Enter the Name, Email and Phone.
Choose a Stage and an Owner, and save.
Work a lead
Click a lead to open its details:
Profile: contact details and Deal Value with its currency.
Notes: keep your own notes on the lead.
Sources and Timeline: where the lead came from and what has happened.
Routing: change the Owner or Stage.
Messages: send a message to the lead and see what was sent.
Use the pipeline
Open Pipeline and drag a lead between stages. Filter the board by Owner, Source, Converted leads only or Created date.
Set up your stages
Go to Settings, then Stages, and click to add a stage.
Enter a Name and a Key.
Choose an Outcome: None, Won, Lost, Converted or Success.
Turn on Closed for a final stage, and leave Active on to show it.
Use the up and down arrows to set the order.
Other settings
Import: upload ad spend as a CSV file. It is validated first, then imported.
Dedup: review possible duplicates and Merge them.
Attribution: click Recompute Attribution to recalculate attribution for all leads.
Limits and good to know
A lead needs a deal value above 0 before it can be marked converted, or moved to a closed stage with a Won outcome.
Troubleshooting
A lead will not move to a won stage: it has no deal value. Open the lead, enter a Deal Value above 0, and try again.
Related
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