Managing Leads

Learn how to create, organize, and manage your leads effectively in Lead16.

Creating a New Lead

1. Click the + New Deal button in the top navigation
2. Fill in the lead details:
   • Name (required): Contact person's full name
   • Company: Business or organization name
   • Email: Contact email address
   • Phone: Contact phone number
   • Deal Value: Expected revenue from this deal
   • Stage: Initial pipeline stage (defaults to "New Lead")
   • Priority: 1 (Highest) to 5 (Lowest)
3. Click Create Lead to save

Lead Card Information

Each lead card displays:

• Avatar: Initials based on name
• Name & Company: Primary identification
• Custom Fields: Up to 3 fields marked "Show on Card"
• Deal Value: Expected revenue
• Days in Stage: Time since last stage change
• Priority Badge: P1 (red) to P5 for non-default priorities
• Indicators: Warning icons for missing contact info

Editing Leads

1. Click the three dots menu (⋮) on any lead card
2. Select Edit from the dropdown
3. Modify any fields as needed
4. Click Save Changes

Moving Leads Between Stages

Drag and Drop (Desktop)

• Click and hold the drag handle on the left of the card
• Drag the card to the desired stage column
• Release to drop

Mobile Move

• Tap the drag handle icon
• Select the target stage from the dropdown menu

Quick Actions

If configured, use the quick action buttons at the bottom of each card to move leads to preset stages with one click.

Archiving Leads

To hide leads without deleting them:

1. Open the lead menu (⋮)
2. Click Archive
3. The lead moves to the Archive view

To view archived leads:

1. Click Archive in the main navigation
2. To restore, click the menu and select Restore

Deleting Leads

1. Open the lead menu (⋮)
2. Click Delete
3. Confirm the deletion

Warning: Deleted leads cannot be recovered.

Assigning Leads to Team Members

If you have team members:

1. Edit the lead
2. Select a team member from the Assignee dropdown
3. Save changes

The assignee's name appears on the lead card.

Custom Fields

Custom fields allow you to track additional information:

1. Go to Settings → Enable Form Builder
2. Click Open Form Builder
3. Add fields (Text, Number, Date, Dropdown, Checkbox)
4. Enable Show on Card to display on lead cards
5. Fill in values when creating or editing leads

Tips & Best Practices

• Use priorities to focus on high-value opportunities
• Update stages promptly to keep your pipeline accurate
• Add notes for context on each lead
• Set custom fields for industry-specific tracking
• Archive old leads instead of deleting for historical data