Work your leads
Track every festival, brand, venue or partner you're chasing, from first contact to won or lost.
Leads are your own CRM, for a business or a single artist team. A lead holds a name, the company behind it, a status and priority, an estimated value, who on your side owns it, the next action and when, and your notes.
Find it under Deals → Leads in a business, Leads in a team, or press ⌘K and type "leads".
Add a lead
- Click New lead.
- Fill in the name and company.
- Paste their socials: one link or a whole list, from any platform.
- Add the first person you're talking to, from your contacts or as a new contact.
- Save.
Work the pipeline
- Filter by status, or search by name, company, source or owner.
- Open a lead to change its status in place.
- Set the next action and its date. On that morning, it shows in your follow-ups.
Add the people
Link contacts you already have, or create a new one from the lead. The first person you add is the main contact.
Keep the history
Log notes, calls, emails and meetings on the lead's timeline. Status changes are logged for you.
Close it
Move it to won, lost or dormant. That beats deleting: a deleted lead takes its people links and its timeline with it.
A lead that turns into a sync brief? Click Create opportunity on it to start a card on the sync portal with the company, contact and value carried over.