Leads Overview
Leads are the core of LeadHub. Every contact โ whether captured from a form, imported from a file, or received via an integration โ becomes a lead record.
What is a Lead?โ
A lead is a contact record with:
| Field | Description |
|---|---|
| First Name / Last Name | Contact name |
| Contact email (unique per tenant) | |
| Phone | Contact phone number |
| Company | Associated company record |
| Source | Where the lead came from |
| Status | Current lifecycle stage |
| Pipeline / Stage | Which pipeline and stage the lead is in |
| Assigned To | Which team member owns this lead |
| Lead Score | Numeric quality score |
| Deal Value | Expected revenue from this lead |
| Deal Currency | Currency for the deal value |
| Expected Close Date | Projected conversion date |
| Tags | Free-form labels for segmentation |
| Is Starred | Flagged as important |
| Notes | Internal notes |
| Custom Fields | Any extra fields you define |
Lead Statusesโ
| Status | Meaning |
|---|---|
| New | Just received, not yet contacted |
| Contacted | A team member has reached out |
| Qualified | Lead has shown genuine interest |
| Converted | Deal won |
| Lost | Lead will not convert |
Lead Sourcesโ
LeadHub tracks where each lead came from. Sources include:
- Manual Entry
- Web Form (LeadHub form)
- API
- Webhook
- Facebook Lead Ad
- TikTok
- Google Ads
- Telegram
- Import (CSV)
- And more
Navigationโ
Go to Leads โ All Leads in the sidebar to view the leads list.
From the list you can:
- Search by name, email, or phone
- Filter by source, status, pipeline, assigned user, tags, date range, and score
- Sort by any column
- Export leads to CSV
- Bulk-action: delete, tag, assign, or run an automation on selected leads
- Star important leads
- View or Edit any lead record
Lead Detail Viewโ
Click any lead to open the detail view. It contains:
- Contact Info tab โ name, email, phone, company
- Lead Details tab โ source, status, pipeline, score, deal value, tags
- Notes tab โ internal notes
- Activity tab โ timeline of all actions (emails sent, stage changes, calls, etc.)
- Tasks tab โ open tasks and reminders
- Email Sequences tab โ active/completed sequence enrollments
- Custom Fields โ any extra fields you defined appear inline
Related Pagesโ
- Managing Leads โ create, edit, delete, bulk actions
- Custom Fields โ add extra fields to lead records
- Lead Scoring โ automatic scoring rules
- Importing Leads โ bulk import from CSV
- Tags โ create and manage tags