Managing Leads

Leads represent potential customers who have shown interest but have not yet been fully qualified. KarmaFlow keeps leads in a dedicated pipeline so your team can review, qualify, and convert them in a structured way.

Viewing Leads

Navigate to CRM > Leads to open the leads list. Each lead can display:

• Name and contact information
• Source — How the lead entered the system, such as form, chat, or import
• Status — Current stage in your lead process
• Score — AI-generated lead score when available
• Created Date

Creating a Lead

1. Click + New Lead
2. Enter the lead details
3. Set the initial status or stage
4. Click Save

Leads can also be created automatically in workflows such as:

• Website form submissions
• Chat agents collecting lead details
• API-based creation from external systems

Lead Detail View

Select a lead to open the detail page. This view includes:

• Contact information
• Interaction history
• Notes and tags
• Conversion actions

Converting Leads to Contacts

Once a lead is qualified, convert it into a full contact record:

1. Open the lead detail page
2. Click Convert to Contact
3. KarmaFlow transfers the lead information into a new contact record
4. Optionally create a deal during the same step