Leads
Leads are the core of GetRaze. Manage your prospects through a visual pipeline, import contacts, and track every interaction.
Overview
The Leads module provides:
- Visual Kanban pipeline for lead management
- Multiple views (Kanban, List, Grid)
- Advanced filtering and search
- Bulk operations
- Lead scoring and qualification
- Complete interaction history
Accessing Leads
Navigate to CRM → Leads in the sidebar.
Pipeline View
Stages
The default pipeline has four stages:
| Stage | Color | Description |
|---|---|---|
| Prospect | 🔵 Blue | New leads, not yet qualified |
| Qualified | 🟡 Yellow | Leads that meet your criteria |
| Negotiation | 🟠 Orange | Active sales conversations |
| Won/Lost | 🟢/🔴 Green/Red | Closed deals (won or lost) |
Moving Leads
Drag and drop leads between stages to update their status.
Stage Counts
Each stage header shows:
- Number of leads in stage
- Total value (if applicable)
Lead Card
Each lead card displays:
| Element | Description |
|---|---|
| Avatar | Profile picture or initials |
| Name | Lead's full name |
| Company | Company name |
| Title | Job title |
| Tags | Applied tags |
| Score | Lead score (if enabled) |
| Last Activity | Most recent interaction |
Opening Lead Details
Click on any lead card to open the detail modal.
Lead Details
The detail modal shows comprehensive information:
Overview Tab
| Field | Description |
|---|---|
| Name | Full name |
| Email address | |
| Phone | Phone number |
| Company | Company name |
| Title | Job title |
| Location | Geographic location |
| Industry | Industry sector |
| Source | How the lead was added |
| Score | Lead qualification score |
| Status | Current pipeline stage |
Activity Tab
View complete interaction history:
- Messages sent/received
- Status changes
- Notes added
- Assignments
Notes Tab
Add internal notes about the lead:
- Meeting notes
- Research findings
- Strategy notes
- Team comments
Views
Kanban View
- Drag-and-drop pipeline
- Visual stage management
- Quick status updates
- Best for pipeline management
List View
- Tabular format
- Sortable columns
- Bulk selection
- Best for data review
Grid View
- Card-based layout
- More details visible
- Visual browsing
- Best for quick scanning
Filtering Leads
Quick Filters
| Filter | Description |
|---|---|
| Status | Filter by pipeline stage |
| Source | Filter by lead source |
| Tags | Filter by applied tags |
| Assigned | Filter by assignee |
Advanced Filters
Click Advanced Filters for more options:
| Filter | Description |
|---|---|
| Date Range | Created or updated date |
| Score Range | Minimum/maximum score |
| Location | Geographic filter |
| Industry | Industry sector |
| Company Size | Employee count range |
| Custom Fields | Your custom field values |
Search
Use the search bar to find leads by:
- Name
- Company
- Phone
Active Filter Pills
Applied filters appear as pills below the search bar. Click the X to remove a filter.
Bulk Operations
Select multiple leads for bulk actions:
- Check the boxes on lead cards
- Or use "Select All" option
- Choose an action:
| Action | Description |
|---|---|
| Change Status | Move to different stage |
| Assign | Assign to team member |
| Add Tags | Apply tags to selected |
| Export | Download as CSV |
| Delete | Remove selected leads |
Adding Leads
Manual Entry
- Click Add Lead
- Fill in the form:
| Field | Required | Description |
|---|---|---|
| Name | Yes | Full name |
| Recommended | Email address | |
| Phone | No | Phone number |
| Company | No | Company name |
| Title | No | Job title |
| Source | No | How you found this lead |
- Click Save
Import from CSV
See Importing Leads for detailed instructions.
From Campaigns
Leads are automatically added when:
- LinkedIn campaigns collect profiles
- Google Maps agents find businesses
- Activation campaigns generate responses
Lead Scoring
Lead scores help prioritize your pipeline.
How Scores Work
Scores range from 0-100 based on:
- Profile completeness
- Engagement level
- Response rate
- Fit with ideal customer profile
Score Indicators
| Score | Label | Color |
|---|---|---|
| 80-100 | Hot | 🔴 Red |
| 60-79 | Warm | 🟠 Orange |
| 40-59 | Cool | 🟡 Yellow |
| 0-39 | Cold | 🔵 Blue |
Tagging Leads
Tags help organize and segment leads.
Adding Tags
- Open lead details
- Click the tags area
- Type a tag name
- Press Enter or select existing
Common Tag Uses
- Industry:
tech,healthcare,finance - Size:
enterprise,mid-market,smb - Priority:
hot,follow-up,nurture - Source:
linkedin,referral,inbound
Assigning Leads
Assign leads to team members:
- Open lead details
- Click the Assigned field
- Select a team member
- Save changes
Or use bulk assignment for multiple leads.
Lead Status
Status Values
| Status | Meaning |
|---|---|
| New | Just added, not contacted |
| Contacted | First outreach sent |
| Engaged | Responded to outreach |
| Qualified | Meets qualification criteria |
| Proposal | Proposal/demo sent |
| Negotiation | Active sales conversation |
| Won | Deal closed successfully |
| Lost | Deal did not close |
Updating Status
- Drag lead to new column (Kanban)
- Edit in detail modal
- Bulk update selected leads
Best Practices
Keep Data Clean
- Remove duplicates regularly
- Update outdated information
- Verify email addresses
- Complete missing fields
Use Tags Consistently
- Define tag conventions
- Train team on usage
- Clean up unused tags
Follow Up Promptly
- Respond within 24 hours
- Set follow-up reminders
- Don't let leads go cold
Score Appropriately
- Define scoring criteria
- Review scores regularly
- Prioritize high-score leads
Related Features
- Importing Leads - Bulk import from CSV
- Contact Lists - Organize leads into lists
- Campaigns - Automated outreach
- Conversations - Message history