Client Hub
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Lead Pipeline

Drag a card between stages as the conversation progresses. Trial / sign-up also adds them to the Onboarding board.

JD

Name

Company
Pipeline stage
Lead generated by
Temperature
Use case
Conversation notes
Follow-up action

Settings

Team & email template
Who can be credited for a lead
Language
Follow-up email template

Use the chips above to insert the lead's name or company. This template applies to all future sends.

Follow-up email ready

To:

Review, then open it in your mail app to send, or copy the text.

Take a photo

Line up your shot and capture
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