Calendar
Leads
Every lead your business captures, from every channel, in one place — a chatbot conversation, a contact-form submission, a booking, an inbound email, a text, or a phone call. The cards above summarize where leads come from and where they stand (new, contacted, converted, lost); click one to filter the list below to just those leads. The chart shows how many came in per day for whatever you've filtered to.
Leads per day
| Name / Contact | Source | Status | Message | Created |
|---|
Clients
Every real business that a lead has been converted into — one row per client, no duplicates, even if that business originally showed up as several separate leads across different channels. Converting a lead links it (and any other matching leads) to the client here; from that point on, those leads are locked and can no longer be edited.
Clients converted per day
| Business | Contact | Phone | Source | Created |
|---|