The Lead Management module helps teams organize, track, and manage leads using a visual Kanban pipeline board. Leads can be moved across different stages of the sales process, assigned to team members, and managed throughout their lifecycle.
Lead Views
All Leads
Displays every lead captured across all chatbots and team members.
Features:
- View all leads in the workspace.
- Manage the entire sales pipeline.
- Monitor lead progress.
Assigned to Me
Displays only leads assigned to the logged-in user.
Features:
- Personal lead dashboard.
- Focus on owned opportunities.
- Manage assigned conversations and follow-ups.
Refresh
The Refresh button reloads the latest lead and pipeline information.
Purpose
- Sync newly captured leads.
- Update stage changes.
- Refresh assignments.
Pipeline Stages
The pipeline is displayed as a Kanban board, where each column represents a stage of the sales process.
Default stages include:
New
Newly captured leads that require review.
Contacted
Leads that have been contacted by the sales team.
Qualified
Leads that meet qualification criteria
Proposal
Leads that have received a proposal or offer.
Negotiation
Leads currently discussing pricing or requirements.
Won
Successfully converted customers
Lost
Leads that did not convert
Stage Indicators
Each stage displays:
- Stage name
- Color indicator
- Number of leads in the stage
- Delete option
Example:
New (0)
Qualified (0)
Won (0)
Add Stage
Click:
+ Add stage
to create a custom pipeline stage.
Custom Stage Features
Users can:
- Create unlimited stages.
- Rename stages.
- Assign colors.
- Reorder stages.
- Delete stages.
Examples:
- Demo Scheduled
- Follow Up
- Trial Started
- Waiting for Response
- Contract Sent
Drag and Drop
The Kanban board supports drag-and-drop functionality.
Move Leads Between Stages
New → Contacted → Qualified → Proposal → Won
Moving a lead updates its pipeline status instantly.
Reorder Pipeline Stages
Users can drag stage headers to change the order of the pipeline.
Example:
Qualified → Proposal → Negotiation
Horizontal Navigation
If many stages exist, users can:
- Scroll horizontally.
- Navigate using arrow controls.
This ensures pipelines remain manageable even with multiple stages.
Lead Lifecycle
Visitor chats with chatbot
↓
Lead captured
↓
Appears in New stage
↓
Moved through pipeline
↓
Assigned to team member
↓
Converted to customer
Team Collaboration
Lead Management integrates with:
- Team Management
- Lead Assignment
- Lead Scoring
- Inbox
- Analytics
This enables multiple users to collaborate on lead handling.
Lead Assignment
Leads can be assigned to:
- Sales representatives
- Support agents
- Account managers
- Business development teams