Working with Leads

Steps

1. 01

   Where leads come from

   A lead is created automatically from a website form, WhatsApp message, call, or CSV import — or you can add one by hand with "+ Add Lead".

2. 02

   Import existing leads

   Leads → Import → upload a CSV. Map your columns (name, phone, source) to LeadForGrow fields, then confirm.

3. 03

   Filter and search

   Use the filter bar to narrow by status, source, owner, or date. Save a filter if you check it often.

4. 04

   Move a lead forward

   Open any lead and change its status, or drag its card in Lead Pipeline (Kanban view). Status changes can trigger automations automatically.