Getting started
Getting started with the Lead Management System
Set up users, roles and your first form, then watch enquiries arrive.
1. Create users and roles
Add your sales and marketing users and give each a role. Roles control who can view, edit, assign and export leads.
2. Configure your pipeline
Review the default stages and adjust which moves are allowed and which closes require a reason. Set teams, priorities and, if you use one, a first-contact target.
3. Connect a form
Create a form with the fields you need and place it on your website. Every submission becomes a lead with its source, campaign and landing page recorded.
4. Work the pipeline
Use the board to see what is new, assign owners, schedule follow-ups and move leads through stages as you talk to prospects.
Last updated 17 Sep 2026.
Documentation for Lead Management System.
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