Keep the details that matter
Use lead fields for the information your workflow needs, such as the requested service or appointment preference. Build a useful view without relying on a separate notes spreadsheet.
Lead management & outcomes
The inquiry is the beginning. Track what happens next.
Organize people, custom lead details, follow-up stages, and recorded outcomes alongside call activity.
Tracking & attribution · Built for US call workflowsLead management & outcomes
- LeadSample service inquiry
- Next stepCallback tomorrow
- OutcomeAppointment requested
Review a new inquiry
Open the person's call or form details and check what they requested.
Lead management & outcomes
- LeadSample service inquiry
- Next stepCallback tomorrow
- OutcomeAppointment requested
Choose the next step
Update the lead information and arrange the appropriate follow-up.
Lead management & outcomes
- LeadSample service inquiry
- Next stepCallback tomorrow
- OutcomeAppointment requested
Save the outcome
Record what happened so the next review starts with the latest context.
Explore the steps above. Sample details show the workflow, not a live account.
Tracking & attribution
What changes in your day.
When a person calls twice and fills in a form, your team needs a useful history, not three disconnected tasks. Keep lead details organized, review the conversations, and make the next step clear to the person handling the inquiry.
Record the real outcome
Distinguish a new inquiry from an appointment request, an unsuitable lead, or another result your team records. Call length alone cannot tell the whole story.
Carry context into follow-up
Review previous activity before calling or texting a lead who has given permission. Keep callbacks and appointments connected to the inquiry they belong to.
From setup to review
Put it to work.
- 01
Review a new inquiry
Open the person's call or form details and check what they requested.
- 02
Choose the next step
Update the lead information and arrange the appropriate follow-up.
- 03
Save the outcome
Record what happened so the next review starts with the latest context.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Does Lead Source replace every CRM?
Lead Source organizes call and form leads around the call workflow. If your team needs a broader sales CRM, use exports or supported connections to carry relevant information into that process.
Can my team define additional lead details?
Yes. Custom fields let you capture useful information for your process. Keep those fields focused on the decisions the receiving team needs to make.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.