Leads Table

+ Add Lead
→ Opens form to manually create a new lead

Promote to Client
→ Converts selected lead(s) into a client
→ Typically moves them to Client table

Create Tasks
→ Creates task(s) tied to selected lead(s)

Delete
→ Deletes selected lead(s)

Columns
→ Customize which columns are visible in the table

Lead Sort Order
→ Controls default sorting (e.g., newest, A–Z, status)

Import Lead
→ Alternative entry point for uploading lead data

Export Lead
→ Exports all or selected leads

Sync to Mailchimp
→ Used for email campaigns