Leads is your working pipeline — everyone you're actively pursuing, from first contact through to enrollment, before they've fully converted. Every lead is also a client profile underneath, so nothing you track here is separate from the rest of their record.
Getting there
Click Leads in the left sidebar.
Reading the list
Each row shows:
Name — click through to open the full profile.
Disposition — a colored pill showing where this lead stands (like Contacted, Appointment Set, or SOA Sent).
Next step — a reminder button (more below).
Last activity — how long since anything happened on this lead, highlighted in red once it's gone stale.
Lead source — where the lead came from.
Contact — phone number and location.
Changing a lead's disposition
Click directly on a lead's Disposition pill to open a dropdown of available dispositions, and pick a new one. This is the fastest way to update where a lead stands without opening their full profile.
Setting a next step
Click the Next step button on any row to set a follow-up reminder — choose anywhere from Today up to 3 months out.
