Lead Management
Everything about creating, managing, and organizing leads. Learn how to add leads manually, import from CSV, search and filter effectively, update lead statuses, and never lose track of an inquiry.
Creating Leads
Learn how to add new leads to your LeadsFollow CRM. Discover multiple ways to create leads manually, import from spreadsheets, or capture them automatically from forms.
Importing Leads from CSV
Bulk import leads from a spreadsheet or CSV file. Learn how to prepare your data, map columns, and import hundreds of leads at once to get started quickly.
Understanding Lead Statuses
Learn what each lead status means and when to use them. Understand the complete lead lifecycle from new inquiry to booked trip, and how status tracking helps.
Searching and Filtering Leads
Find leads quickly using search, filters, and saved views. Master advanced search techniques, create custom filters, and save views for instant access.
The Lead Detail Workspace
Navigate and use all features of the lead detail page. Master the lead workspace to view contacts, trips, communications, tasks, and files all in one organized view.