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First Steps with Lead16

Welcome to Lead16! This guide will help you get started with your new CRM.

1. Create Your Account

If you haven't already, sign up for a free account. No credit card required.

2. Set Up Your Pipeline

Your pipeline is where you'll track all your deals. Lead16 comes with default stages:

  • Lead - Initial contact or interest
  • Qualified - Verified fit and interest
  • Proposal - Sent quote or proposal
  • Negotiation - Discussing terms
  • Closed - Won or lost

You can customize these stages in Settings.

3. Add Your First Lead

Click the + New Lead button to add your first lead. Enter:

  • Contact name and company
  • Email and phone
  • Deal value (optional)
  • Notes about the opportunity

4. Connect Gmail (Optional)

Connect your Gmail account to automatically track email conversations with your leads.

5. Explore the Dashboard

Your dashboard shows:

  • Pipeline overview
  • Recent activity
  • Revenue metrics
  • Upcoming tasks

Next Steps