Leads

Every lead, from first contact to Closed.

A lead is the record your team actually works. It carries its notes, calls, referral source, and owner from the day it is created until it closes — so the next follow-up is never a guess.

lead statuses
8lead statuses
owner per lead
1owner per lead
spreadsheets
0spreadsheets

Pipeline by status

128 leads

34
28
21
14
12
19

Needs follow-up today

3 waiting

Sunrise Dental · history

Source: Referral

  • Call — Asked to check back after their board meeting

    4d ago

  • Note — Referred by Harborview — warm intro over email

    9d ago

  • Email — Sent capability overview and pricing bands

    12d ago
How it works

The path a record actually takes.

  1. 01

    The lead is created

    From a referral, an inbound form, or a cold call. It links to a company and the people inside it from the start.

  2. 02

    The work is logged on it

    Calls, notes, and emails attach to the lead rather than living in one rep's inbox, so anyone picking it up has the history.

  3. 03

    Status moves it forward

    New, Contacted, Qualified, Referral, Follow-up. Each change is recorded with who made it and when.

  4. 04

    Closed/Won does the rest

    Winning the lead stands up the delivery project automatically. Closed/Lost and Dead close it out cleanly.

What you get.

Eight statuses

New, Contacted, Qualified, Referral, Follow-up, Closed/Won, Closed/Lost, Dead.

Calls and notes

Logged against the lead with a timestamp and the person who logged them.

Referral tracking

Source is a first-class field, so you can see which customers send you work.

A named owner

Every lead belongs to one rep, and that owner carries through to the project.

Linked to the account

The company and its contacts are the same records the rest of the workspace uses.

Last-activity visibility

See at a glance which leads have gone quiet and which are still moving.

Keep going.

Companies & people

The contacts sequences send to and updates reach.

Read more

Sequences & workflows

Scheduled outreach and status-triggered automation.

Read more

Projects & tasks

Built automatically the moment a lead is won.

Read more
Start hereYour next won deal

Never rebuild the same project twice.

We set up your workspace and your first admin. Your team joins by invite, and the next deal you close arrives as a project that is already moving.

  • We set up your workspace
  • Your team joins by invite
  • Bring the pipeline you have

Prefer to talk first?

  1. Deal marked Closed/Won

    One status change

    01

  2. Project, milestones, 5 tasks

    Drafted from the conversation

    02

  3. #harborview-onboarding

    Channel opened, kickoff posted

    03

  4. Owner notified

    In-app and browser push

    04

Every step above runs from one status change.