Leads
Add, find, qualify, assign, import, export and clean up leads and customers in Leadnote.
18 articles
Articles
- How to add a lead in Leadnote Add a lead or customer to Leadnote by hand: which fields are required, how the duplicate warning works, and what each tab of the form is for. 4 min read
- How to edit a lead in Leadnote Edit a lead's details, change its stage, potential, deal size or tags in a few clicks, and learn which edits are blocked when a lead is locked. 4 min read
- Lead views in Leadnote: card, table and Kanban Switch the Leads & Customers screen between Card, Table and Kanban views, choose table columns, set page size and move leads by dragging cards. 4 min read
- Lead potential and lead score in Leadnote Lead potential is a rating you set; lead score is a number from 0.0 to 9.9 that Leadnote calculates. See how each works, rename the levels, and sort or filter. 4 min read
- Lead tags and qualifiers in Leadnote Qualifiers are the labels that classify a lead. Learn how to create and apply tags, set groups, and update or filter qualifiers for many leads at once. 5 min read
- How to search and filter leads in Leadnote Find any lead fast: search by name, company, email or phone, use the filter bar for list, stage, source and owner, or press Ctrl+K for global search. 4 min read
- Advanced lead filters in Leadnote Combine filters for potential, tags, deal size, lead score, follow-up dates, activity, custom fields and location to build exact lead lists, then save them. 4 min read
- Bulk actions on leads in Leadnote Select many leads and assign, move, tag, archive, delete or message them at once, or edit them in a spreadsheet-style sheet view. Limits and rules explained. 4 min read
- How to assign leads to your team in Leadnote Assign a lead to a teammate from the lead page, in bulk, or automatically by list rules. See who can be assigned, what locked leads allow and the history. 4 min read
- How to merge duplicate leads in Leadnote Find duplicate leads by email, phone or name and organisation, review the master record and merge the copies without losing comments, files or follow-ups. 5 min read
- Import leads from a CSV file in Leadnote Import leads into Leadnote from a CSV file: prepare the columns, pick a list, map fields, choose how duplicates are handled, dry-run the file and fix errors. 6 min read
- How to export leads from Leadnote to CSV Export your leads and customers to a CSV file from the Leads screen or Data Management: choose lists, filters and fields, and find past exports for 90 days. 5 min read
- Lead notes and comments in Leadnote Record every conversation on a lead with comments, @mentions and file attachments, and learn where Notes, Lead Notes and Follow-up notes differ. 3 min read
- How to attach files to a lead in Leadnote Upload proposals, contracts and photos to a lead, download or delete them later, and add business card images or a profile photo. File size limits explained. 4 min read
- Lead activity history, timeline and system logs See everything that happened to a lead: comments, call entries, stage changes, reassignments and follow-ups, with the Logs, History and stage journey views. 5 min read
- Delete, archive and restore leads in Leadnote Archive leads you want to keep but not work, delete leads you do not need, and restore either one. Deleted leads can be restored for 45 days. 4 min read
- Unattended and stagnant leads in Leadnote Find leads nobody has contacted lately and leads stuck too long in one stage, then reassign, message, move or update them in bulk. Set stage SLA days. 4 min read
- Clone, share, lock and print a lead in Leadnote Use the lead page's three dots menu to clone a lead into a new record, share a lead summary by email, lock it against edits or print it. 4 min read
Browse by topic
- Getting started Create your Leadnote account, find your way around, set up your organisation, use Leadnote AI and bring in your first leads. 10 articles
- Sales and invoicing Set up your product catalogue, then send quotes, take sales orders, issue invoices with GST or other taxes and record payments. 13 articles
- Team and permissions Add users, choose roles, organise teams, control who sees which leads and hand out new leads fairly. 9 articles
- Follow-ups and tasks Schedule follow-ups, get reminded, clear overdue work, plan with the calendar and manage to-dos so no lead goes quiet. 10 articles
- Integrations Bring leads in from forms, portals, IndiaMART and other tools, and send data out through the API, webhooks, Zapier and exports. 10 articles
- Lists and lead capture Organise leads into lists, then fill them automatically with forms, landing pages, QR codes, business cards and contact imports. 15 articles
- Messaging Connect email, SMS and WhatsApp, write templates, run campaigns, and track delivery, limits and unsubscribes. 9 articles
- Mobile app Use Leadnote on your Android phone: sign in, sync, work offline, add leads, check in at visits, get reminders and manage app permissions. 13 articles
- Reports Read the dashboard, activity and team reports, analyse your leads, and export or print the results. 8 articles
- Settings and billing Set up your organisation, lead stages, sources, tags and custom fields, working hours, and manage your plan, payments and invoices. 9 articles
- Security and privacy Protect your Leadnote account with two-factor authentication, manage sessions and passwords, read the audit log, export your data and understand how deletion works. 9 articles
- Troubleshooting Symptom-first fixes for sign-in problems, missing emails, mobile sync, imports, duplicates, permissions, messages, lead capture, plans and support. 10 articles