Leads and follow-upUpdated 16 September 2026
Follow up on leads
Where everyone who filled in a form or shared their details ends up, and what to do next.
Leads holds every person who sent a form or shared their details from a card.
Work through them
- Search and filter, and save the views you use
- Set a status: New, Contacted, Qualified, Won, Lost
- Give each one an owner and a follow-up date
- Merge the ones that look like duplicates
In and out
Import a spreadsheet of contacts, and export to CSV whenever you want. CSV export starts on the Starter plan.
Where they came from
Each lead shows the printed code that brought them, so you can tell which poster, table or pack is actually working.
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Write to a person. Every message is read, and you get a reference to follow the reply.