The Leads in ClearCRM helps you visually track the progress of each lead from first contact to conversion. Whether you’re qualifying a new prospect or closing a deal, each stage is designed to support a smooth and flexible lead management process.
The Kanban board displays leads across customizable stages:
Stage | Description |
New | Freshly added or imported leads awaiting contact. |
Contacted | You've reached out — by email, call, or meeting. |
Qualified | Leads that show strong interest or meet your criteria. |
Proposal Made | You’ve sent a proposal or offer to the lead. |
Appointment Scheduled | A meeting or demo is on the calendar. |
Lost | Leads that didn't convert. Add a reason for better tracking. |
Customers | Successful conversions! You can now create a customer profile. |
Click the + New Lead button at the top of the page to manually create a new lead. You’ll be able to enter:
Name
Company
Description
Status (automatically set to "New")
You can also import multiple leads using the Import Leads option.
To update a lead’s status, simply drag and drop the lead card into the next appropriate stage. This helps your team see exactly where each lead stands.
Examples:
Move a new web form submission to Contacted after your first email.
Once qualified, drag the lead to Proposal Made or Appointment Scheduled.
If they accept your offer, drag them to Converted to trigger customer creation.
Use the Lost column to track dropped leads and improve outreach over time.
Be consistent when advancing leads to keep your pipeline accurate.
Add notes, tags, or monetary values directly in the lead card for better reporting.
When you convert a Lead into a Customer, you’ll be prompted to create a customer record from it. This starts their official journey in your CRM.
Whether you’re a solo closer or part of a sales team, the Kanban layout gives you real-time visibility into every stage of the lead journey — no spreadsheet needed!
