Quick Start Guide
Get up and running with Lead16 in under 10 minutes.
Step 1: Create Your Account
- Visit lead16.com and click Get Started
- Sign up with your email or Google account
- Verify your email address
- You're in! Your pipeline is ready to go.
Step 2: Understand Your Dashboard
Your dashboard has two main views:
Pipeline View
- Visual Kanban board with your deal stages
- Drag and drop leads between stages
- See total value per stage at the top
Dashboard View
- Overview statistics and charts
- Pipeline by stage breakdown
- Invoice forecasts and analytics
Step 3: Add Your First Lead
- Click + New Deal in the top right
- Enter the contact name and company
- Add email and phone if available
- Set an estimated deal value
- Click Create Lead
Your first lead appears in the "New Lead" column!
Step 4: Move Leads Through Your Pipeline
As deals progress, move them through stages:
- New Lead: Fresh opportunities
- Contacted: You've reached out
- Qualified: Confirmed interest
- Proposal: Sent pricing/proposal
- Negotiation: Working out terms
- Won: Deal closed successfully
- Lost: Deal didn't work out
Simply drag cards between columns or use the menu.
Step 5: Track Your Progress
Check your Dashboard for:
- Total Pipeline Value: Sum of all active deals
- Won Deals: Closed revenue
- Pipeline by Stage: Visual breakdown
What's Next?
- Customize your stages to match your sales process
- Set up automation to save time
- Create invoices for won deals
- Invite your team to collaborate
Need Help?
- Browse our documentation
- Check the FAQ
- Contact support