Lead Hub
Collect interested people from ads, forms, and messages in one place, distribute them to the team, and convert them into customers.
What is this section for?
When you run ads, put a form on your website, or someone asks for a price on WhatsApp, an “interested person” appears. This person is called a lead.
The Lead Hub gathers all of these people in a single inbox. This way no one is forgotten; someone is assigned to follow up; and in the end the person is converted into a customer or dismissed.
Path: Left menu → Lead Hub
If you cannot see this menu, the feature may not be enabled on your account. Contact the support team.
Where do leads come from?
- Facebook and Instagram Lead Ads forms
- TikTok Instant Form: People who fill in the ready-made form in TikTok ads arrive with the “TikTok” tag (TikTok)
- Meta and Google ads
- WhatsApp messages
- The Web Form on your website (Web Form)
- Messages left on Web Chat while you were offline (Web Chat)
When a new lead arrives, a live badge and a red dot appear in the menu. You do not need to refresh the page.
Who takes a lead?
There are two methods, depending on the account setting:
- Assignment: The admin assigns the lead to an employee.
- Everyone: Everyone sees the leads, and whoever wants one clicks Take it.
Click a lead and select Take it, or if you have permission, use Assign to choose someone else. This setting is under Account Settings → Features.
Statuses
| Status | Meaning |
|---|---|
| New | No one has looked at it yet |
| Pending | Being handled but no result yet |
| No Answer | Could not be reached |
| Completed | The work is done |
What can you do with a lead?
Adding a note
In the New comment field, write a note the team will see (“Asked for price, will call Wednesday”).
Reminder
Set a callback date with Add reminder. See Call Reminders.
Converting to a customer
There are two ways:
- Add as Customer: Creates a customer record by entering first name, last name, phone, email, language, group, type, and note.
- Convert: Creates both the customer and a deal. It asks you to choose the starting stage.
Invalidating
Use Invalidate for spam, wrong numbers, or irrelevant people. The record is not deleted; it is just removed from the list.