Documentation Topic
Leads Guides
Lead management articles for capturing, assigning, following up, deduplicating, and converting enquiries.
5 articlesAll documentation
Leads
Browse the latest Clientish documentation articles.
Leads
Leads Inbox
Everyone who has enquired, in a list or a board — with an owner and a follow-up date on each one.
Leads
Add a Lead by Hand
For the enquiries that do not come through a form.
Leads
Lead Owner & Follow-Ups
One owner per lead, and a follow-up date that changes colour as it comes due.
Leads
Duplicate Detection & Merge
The same enquiry twice, caught on arrival.
Leads
Lead Detail & Conversion
One lead, its whole history, and the button that makes it a client.