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A lead is a sales opportunity for one contact. When a customer shares contact details because they want to buy or be contacted, ZynfoAI saves them as a lead. A contact has at most one open lead at a time: a new request reuses it instead of adding a second one. A WhatsApp message on its own creates a contact, not a lead. Go to Leads in the sidebar, under Customers.
The Leads page with stage count cards for New, Contacted, Qualified, Won and Lost, filters, and a board with a column of lead cards for each stage.

The Leads board, with sample data: stage counts above one column per stage.

The board and the list

The Board is the default view, with one column for each stage. Use Layout to switch to the List, which has tabs for All open, New, Contacted, Qualified, Won and Lost. ZynfoAI remembers your choice in this browser. The cards at the top count the leads in each stage. New also shows how many arrived this week, and Won shows the share of all leads that were won.

Stages

  • New: just captured.
  • Contacted: someone on your team has been in touch.
  • Qualified: a good fit.
  • Won: became a customer.
  • Lost: not going ahead.
To move a lead on the board, drag its card to another column. Cards have no status control. To change the stage another way, open the card and use Status under Properties. In the list, change the status in the row’s Status column. Archiving isn’t a stage. Open a lead and turn on Archived to hide it from the lists. Use the archived filter to show archived leads again.

Find and work leads

  • Show only chips narrow the board or list to Mine, Unassigned, Follow up today or Overdue.
  • Search by name, email or phone, and filter by priority (Urgent, High, Medium, Low) and source (such as Chatbot, WhatsApp, Website, Email or Manual).
  • In the list, tick several leads to Change owner, Sync CRM or Delete them together.
Owners and admins work every lead. Teammates with the Agent role can see every lead but change only the ones assigned to them, or take an unassigned one.

Open a lead

Click a card or row to see the lead’s contact details, product interest, notes and activity timeline.
  • Next step: choose the Owner (or click Assign to me) and set a Follow up date and note. Follow-ups feed the Follow up today and Overdue chips.
  • Open conversation opens the chat the lead came from, and View contact opens the contact page. Each lead has its own link you can share.
  • A lead from the Demo Scheduler workflow shows a Demo call with the meeting time. Lead Capture only collects contact details; it doesn’t book a meeting.

Lead score

Each lead gets a score out of 100 from what the customer shared: Leads you add yourself always get the full 20 for intent. Click How the score works next to Score to see this breakdown in the app. The scoring is fixed and can’t be changed.
The Leads list with the How the score works popover open: email 25, phone 20, name 15, product interest 20, and up to 20 for how clearly they wanted to buy.

The How the score works popover next to the Score column.

Add a lead by hand

Click Add lead. Enter an email or a phone number (at least one), and optionally a name, company, product interest, priority and notes, then click Create lead. If the person is already a contact, the lead is added to them. If they already have an open lead, ZynfoAI opens that one instead.

Export leads

Open the page’s more menu and choose Export CSV to download the leads that match your current filters, as a spreadsheet that opens in Excel or Google Sheets. Export works on every plan. See Export your data.

Send leads to your CRM

If a CRM is connected (Freshsales, HubSpot or Zoho CRM), new leads are sent to it automatically, and again when key details change. To send a lead now, use Sync to CRM in its row menu, or select several and click Sync CRM. A lead is sent only if it has an email or phone number. The CRM integration section of the lead shows whether it was synced.