Lead Engine
Kanban, contact management and follow-ups
Lead Engine: Manage Your Leads with a Visual PipelineBeta
The Lead Engine is a built-in visual CRM pipeline that captures leads automatically and lets you manage every contact from first touch to closed deal, no external tools required.
Adding and managing leads on the pipeline boardBeta
Learn how to add leads manually or let them arrive automatically, and use the pipeline board to track and manage every prospect from first contact to close.
How to configure your Lead Engine pipeline stagesBeta
Learn how to set up your Lead Engine pipeline by choosing a template and customizing your stages to match your workflow. Rename, add, reorder, or remove stages at any time using the gear icon.
How to use the Lead Engine timeline and notesBeta
The Lead Engine timeline gives you a full history of every email, quote, and note for each contact. Open any lead card to review past interactions and add notes directly from the detail panel.
Managing Follow-Up Tasks for Leads in the Lead EngineBeta
Learn how to create, manage, and complete follow-up tasks for individual leads in the Lead Engine pipeline, so every next step is always clear and nothing gets missed.
Understanding Your Lead Engine MetricsBeta
The Lead Engine metrics strip shows three key numbers: open tasks due today, total active pipeline value, and new leads this month. Here is what each one means and how to get the most out of them.
How to use Lead Engine: your visual sales pipelineBeta
Lead Engine is a visual Kanban board that turns your contacts into pipeline cards you can drag between stages. Learn how to set it up, work with cards, and let leads flow in automatically.
Manage Your Lead Engine Pipeline with Command ChatBeta
Use Command Chat on your pipeline page to manage leads, tasks, notes, and deal stages using simple natural language, no Kanban board needed.