New lead
The lead is tied to your account and timestamped automatically.
My leads
Every lead you've submitted, newest first.
Contacts
Your client list. Leads are filed under each client.
All leads
Every lead from the whole team. You can edit the ones you submitted; others are read-only.
Performance
Lead totals and trends across the whole team.
Leads by status
Leads by user
Leads over time
By rep
Admin
Manage the intake form, email notifications, and user accounts.
Intake form
Customize the fields reps fill out. Changes apply everywhere — the form, tables, CSV import, and Excel export.
Add a field
Email settings
Email a designated address whenever a new lead is submitted, with the submitter and all field values.
Data
Download a complete backup of the database (all leads, users, notes, and settings). Store it somewhere safe.
Security
When on, users with an email address must enter a 6-digit code emailed to them each time they sign in.
Users
Add a user
Activity log
Sign-ins (with where they came from) and changes made in the app, newest first.