---
title: "Leads Setup in ClearCRM (Setup > Leads)"
description: "This article provides an overview of the Leads section under Setup, explaining its functions and how it helps configure lead management in ClearCRM."
url: https://help.clearcrm.com/en/articles/10766360-leads-setup-in-clearcrm-setup-greater-leads
collection: "Leads"
updated: 2026-10-30
language: en
---

# Leads Setup in ClearCRM (Setup > Leads)

This article provides an overview of the Leads section under Setup, explaining its functions and how it helps configure lead management in ClearCRM.

## **Accessing Leads in Setup**

To access the **Leads** settings:

1.  Navigate to **Setup** from the left-side menu.
    
2.  Click **Leads** to expand its dropdown menu, which includes:
    
    -   **Sources**
        
    -   **Statuses**
        
    -   **Email Integration**
        
    -   **Web to Lead**
        

Each section plays a role in defining how leads are categorized, tracked, and captured in the system.

![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330170004_1616.png)

## **Overview of Setup > Leads Options**

## **Sources**

-   Enables adding and managing lead sources (e.g., "Website," "Referral," "Social Media," "Advertisement").
    
-   These sources appear in the **Source** dropdown when creating/editing a lead under **CRM > Leads**.
    

## **Statuses**

-   Allows defining different lead statuses (e.g., "New," "Contacted," "Qualified," "Lost").
    
-   These statuses appear in the **Status** dropdown when managing leads.
    
-   Helps track a lead’s progress through the sales pipeline.
    

## **Email Integration**

-   Allows automatic conversion of incoming emails into leads.
    
-   Configures IMAP email retrieval settings to fetch emails from a specified inbox.
    
-   Assigns default status, source, and responsible staff for new leads generated from emails.
    

## **Web to Lead**

-   Generates an embeddable web form that captures lead details directly into the CRM.
    
-   Businesses can embed this form on their website, allowing visitors to submit their information.
    
-   Leads submitted via the form are automatically created in the CRM system.
    

## **Conclusion**

The **Setup > Leads** section provides essential tools for streamlining lead tracking, classification, and automation, ensuring that new potential customers are efficiently captured and managed.