Leads, contacts, and deals

This page shows you how to keep your sales pipeline tidy: capture a lead, turn it into a contact, and follow a deal from first conversation to won — and how your teammates can pitch in along the way.

In short

• A lead is someone you’ve just heard about, a contact is a real person you know, and a deal is a specific piece of business with one of them.
• You add and edit each one yourself, or your teammates can fill them in for you — every row shows who put it there.
• Move a deal across stages (New → Qualified → Proposal → Won) by dragging its card.
• Your teammates can enrich a contact or follow up — but nothing is sent without your OK.
• It all lives under CRM → Leads, Contacts, Deals, plus Quotes and Conversations.

Lead, contact, deal — in plain words

Think of it like meeting someone new in business:

• A lead is a name you’ve just picked up — a form fill, a referral, a “might be interested.” You haven’t confirmed much yet. Leads have a status (new, in progress, qualified, converted, lost) so you can see how warm each one is.
• A contact is a real person you actually know and can reach — with an email or a phone number. When a lead turns out to be real, you convert it, and that creates a contact for you automatically.
• A deal is one specific opportunity with a contact — “Rénovation chantier mai 2026, 12 500 €”. A deal always belongs to a contact and moves through stages as it progresses.

For the bigger picture of how outreach and follow-ups fit together, see the CRM overview.

Add or edit a lead

Open Leads and press New lead

Go to CRM → Leads and press New lead at the top right.

The Leads list — search, filter by status, and add a new lead.

Fill in what you know

Add a name, company, niche, and an estimated amount. You only need an email or a phone number — everything else is optional and you can add it later.

The New lead form — email or phone is the only thing required.

Convert it when it's real

When a lead is worth pursuing, open its ⋮ menu and choose Convert. In one step that creates a matching contact and a deal so you can start tracking the business.

Convert turns a lead into a contact and a deal at once.

You’ll know it worked when the lead’s status reads converted and a new contact and deal appear on their pages.

Add or edit a contact

In CRM → Contacts, press New contact and add a name, email or phone, company, and niche. Click any contact row to open its detail panel.

A contact's detail panel — basic info plus an activity timeline of everything that's happened.

Anatomy of the contact panel:

1. Header — the person’s name, email, and phone.
2. Basic info — company, source, lead score, and when they were added.
3. Activity timeline — a running list of calls, emails, and messages tied to this contact, newest first.
4. Edit / Delete — change details or remove the contact. Deleting a contact keeps their past activities and deals in the system.

Move a deal through stages

Deals live on a board in CRM → Deals, one column per stage.

Set up your pipeline once

The first time, press Create pipeline to set up the standard stages — New, Qualified, Proposal, Negotiation, Won, Lost. You can rename or add stages now or later.

Bootstrap a pipeline with the standard stages — rename them to fit your business.

Add a deal

Press New deal, give it a name, pick the contact it belongs to, and add an amount. A deal must be linked to an existing contact.

A new deal is always tied to a contact you already have.

Drag it forward as it progresses

Drag a deal’s card from one stage column to the next as the business moves along. Click any card to open its details, edit it, or see the expected close date.

Drag a card across columns to update its stage.

Good to know — amounts show in the currency you set on the deal (euros by default), so your board always reflects real value at a glance.

Quotes and conversations

Two more CRM sections tie back to the same people:

• Quotes — prices and proposals you’ve prepared, linked to a contact or deal.
• Conversations — the back-and-forth (emails, messages) with a contact, which also shows up in that contact’s activity timeline.

For preparing and sending the actual outreach, use the Sequences and outreach page.

How your teammates help

Your teammates can do the legwork on your pipeline — adding a lead they found, filling in a missing detail on a contact, or drafting a follow-up. Every row carries a small badge showing who set it (you or a teammate) so you always know where the information came from.

If a teammate ever notes that it “previously contacted” someone but that send was never confirmed, the contact panel shows a caution banner. Treat that earlier touch as unconfirmed and check the activity timeline before you re-engage. (Advanced — most of the time there’s nothing to check.)

A follow-up your teammate prepares is a draft, not a send. Ask before sending is ON; nothing goes out without your OK. You read it, then approve it — see Approvals (Needs attention).

What if it isn’t working?

1. Can’t save a lead or contact? You need at least an email or a phone number — add one and try again.
2. Can’t create a deal? A deal must be linked to a contact. Add the contact first, then create the deal.
3. No board on the Deals page? Press Create pipeline to set up your stages — the board appears once a pipeline exists.
4. Drag didn’t stick? Wait a moment for the “Saving…” note to clear, then refresh; the move is saved server-side.
5. A lead won’t convert twice? Converting again does nothing — a lead only ever produces one contact and deal.

Still stuck? See Getting help.

FAQ

What's the difference between a lead and a contact?

A lead is someone you’ve just heard about and haven’t confirmed yet; a contact is a real person you can reach by email or phone. When a lead turns out to be real, you Convert it and a contact is created for you.

Do I have to fill in every field?

No. For a lead or contact you only need an email or a phone number — everything else is optional and you can add it whenever you like.

Can a teammate add or change my pipeline?

Yes — teammates can add leads, enrich contacts, and prepare follow-ups. Every row shows who set it, so you can always see what your teammates added versus what you did.

Will a teammate email a contact on its own?

No. Anything a teammate prepares is a draft that waits for your approval. Ask before sending is ON; nothing goes out without your OK.

If I delete a contact, do I lose their history?

No. Deleting a contact removes the person from your list, but the activities and deals tied to them stay in the system.

Next steps

CRM overview

See how leads, deals, outreach, and reports fit together.

Sequences and outreach

Let teammates run follow-ups — approval-gated, of course.

Approvals

Give the final OK before anything a teammate prepared is sent.

Reports and forecasts

Track pipeline value and where your deals stand.