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Leads

The Leads module in KiyoCRM allows users to capture, track, and manage potential clients throughout the sales funnel.

List View Actions

Lead Creation:

Click + Create Lead to manually add new leads.

  • Options for importing leads from external sources (.CSV file). Can download sample file using Download Sample Import File Template

  • Lead creation via web forms or integrations is also supported through Campaigns

2.Lead Views

  • List View: Displays all leads with columns such as Name, Status, Company, Phone, Email, and Assigned User.

  • Kanban View: Visual workflow by lead status (New, Assigned, In Process, etc.).

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