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CRM Records: How to create and use leads

Learn how to create and manage leads through the sales pipeline, and track lead progress effectively.

Andy Fowler avatar
Written by Andy Fowler
Updated over 4 months ago

Check out this video to see how to create and use leads in Nutshell as a part of your daily workflow. We'll also learn how to work leads through the sales pipeline and close your leads to record wins and losses.

Use the chapters if you want to jump to a specific section.

Take a tour in Nutshell to see how it works:

Here are additional articles for more information about leads:

1. Create products to add value to leads

2. Create leads in bulk with a spreadsheet import

3. Track the velocity of leads through your pipeline with the funnel report

Related Articles
CRM Records: Create and manage contacts
CRM Records: Close a lead by updating status
CRM Records: How to use the Lead Board
CRM Records: Assign leads to your sales reps
CRM Records: How to bulk edit in Nutshell
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