Customer Management — All Leads in One Place
Every inquiry that comes from a form on the site is automatically saved as a lead. Open Leads & customers → CRM from the menu.
What is Saved for Each Lead?
Name, phone, email, message, from which site and source it came, date, handling status, and notes.
Funnel Stages (Statuses)
| Status | Meaning |
|---|---|
| New | A new lead that has not yet been processed |
| Contacted | You made initial contact |
| In Progress | Actively communicating |
| Qualified | A real potential customer |
| Quoted | A quote has been sent |
| Negotiation | In the closing process |
| Closed Successfully | Deal! 🏆 |
| Closed Unsuccessfully | Did not mature into a deal |
| Irrelevant | Spam / Not suitable |
Lead Sources
Site form, WhatsApp, phone, Instagram, Facebook, Google, referral, manual entry, and more.
Notifications
New leads are sent to the email configured in the page's notification settings.
💡 Tip: After replying to a lead, update its status immediately and set the next step on the lead card.
You can simply ask Up
Up answers using this guide, suggests the next step, and leads to the relevant screen.