Web AppLead Tracking
How to Add and Remove Leads on Web
Determine your leads and keep a close eye on them
Define who is in your active sales pipeline.
- Creating New Leads: Click + Add Lead from the dashboard to launch the multi-step contact wizard.
- The Lead Toggle: For existing contacts, open their profile and use the Lead switch in the top right corner.
- Pipeline Status: Turning the toggle ON places them in your Lead dashboard; turning it OFF keeps them as a general contact but removes them from the pipeline.