Managing Leads

Track lead records, qualification status, and conversion workflows.

Managing Leads

Leads represent potential customers who have shown interest but have not yet been fully qualified. Karmaflow.ai 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.ai transfers the lead information into a new contact record
4. Optionally create a deal during the same step