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
Articles
- What are lists in Leadnote and how do they work A list in Leadnote is a container that groups leads by source or campaign, with its own form, assignment rule, fields and team access. 4 min read
- How to create and edit a list in Leadnote Create a list from Lists > Create List, name it, pick an owner, then rename it or change settings on the seven tabs of the Edit List page. 4 min read
- How to clone a list in Leadnote (mobile app) Clone a list from the Leadnote mobile app to start a new list with the same owner and description. Learn what is copied and the web steps to match. 4 min read
- How to delete a list in Leadnote and keep its leads Delete a list from Lists > Actions > Delete List. If it still holds leads you pick another list to receive them, so no lead is lost. 4 min read
- Lead capture forms in Leadnote: share a link, get leads Every Leadnote list has a public enquiry form. Share its link, print its QR code or embed it, and each submission becomes a lead in that list. 5 min read
- How to customise your Leadnote lead capture form Use the form builder to show or hide fields, make them mandatory, reorder them, add custom fields, change the theme and set the thank-you message. 5 min read
- Embed a Leadnote lead form on your website Copy the iframe or script code of a Leadnote form, paste it into your page, choose which websites may post to it, and learn how form keys and direct posts work. 6 min read
- Leadnote Pages: build and share landing pages Build a simple landing page in Leadnote, attach an enquiry form, publish it and share the link with leads over WhatsApp or email while tracking views. 6 min read
- Scan business cards into leads with the Leadnote app Photograph a business card in the Leadnote app, let the phone read the text, review the details and save a lead. Also attach card images to a lead. 6 min read
- Leadnote QR code: print or show it to capture leads Download, print or display the QR code of a Leadnote list form so visitors at events, stores or reception can scan it and submit their details. 5 min read
- Import phone contacts or a VCF file into Leadnote Use the Leadnote mobile app to turn phone contacts or a .vcf (vCard) file into leads, choosing the contacts and the list, with duplicates flagged. 5 min read
- Auto-responders: greet new leads and send birthday wishes Switch on instant email, SMS or WhatsApp greetings for each Leadnote list, set up birthday and special day wishes, and see what triggers each message. 6 min read
- Round robin lead assignment in Leadnote Choose who owns new leads in a list: one user, round robin across people or a team, or no one. See who is skipped and what happens as fallback. 6 min read
- List user access and list statistics in Leadnote Choose which users can open each list on the User Access tab, then track its pipeline, sources and overdue follow-ups on List Statistics. 4 min read
- How to add custom fields to a Leadnote list Use a list's Custom Fields tab to map existing custom fields to it, create a new field for that list or remove one, so each source collects only what it needs. 5 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
- Leads Add, find, qualify, assign, import, export and clean up leads and customers in Leadnote. 18 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
- 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