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Lead cards play an essential role in our platform. Inside them keep you can find relevant information of a given lead, including contacts, tags, status, notes, communication with the lead and/or with all team members involved. Let’s get started!

How to create a Lead Card?
  1. Go to the “Leads” section on the left panel.

  2. On the upper side of your screen, press the button “New Lead”

  3. Yeap. As simple as that. Your new Lead Card is on!

Great! You’ve made it. You’ve created your first Lead Card. Now let’s take a closer look at them and see if we can figure out what they can actually offer you.

Lead Cards are divided in two section: left and right.

On the left side you can find information such as the lead’s contact name, company, email, phone, type of project, responsible user, estimated sales value, stage and more.

How to add a new field to the Lead Card?

Keep in mind that these fields are all highly customizable. For example, if you would like to include the Facebook profile page to the Lead Card, you just have to follow these steps:

  1. Enter the Lead Card

  2. Go to “Step Up”

  3. Click on the “+ Add Field” button in the needed section

  4. Define in which stage that information is required

  5. Select the type of field

  6. Name the field as it better suits your needs

How to add a new group of fields to the Lead Card?

Let’s say you want to create a group of fields linked to a specific duty, such as Sales. Inside that group you can include fields that will quickly provide you a clear understanding of this lead’s status or intentions. Easy peasy.

  1. Go to “Setup”

  2. Click on the “+” symbol following the preexisting groups

  3. Click on add fields to create the ones you need

How to make changes to an existing Lead Card?

No rocket science, trust us. Just go to the Lead Card you have to edit. Click on it. Make the necessary changes and press “Save”.

Now it’s time to look the other way. Yeap, to the right side of your screen. You’ll notice a gray-colored space (although below is pink... diversity, you know), which basically serves as a feed. Every single interaction within the Lead Card is registered there, from status changes to emails or calls with the lead.

What can I do from the feed?

There are plenty of things you can do from the feed. For example, you can Chat with other colleagues involved in the sales process, you can send Emails to the lead or people from your team, you can make Notes not to forget important details and even set up to-dos.

So… how to do all that?

  1. Click on the “Chat” button and select the prefered option

  2. In case it applies, select the person you are addressing your message to

  3. Hit send and there you go!

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