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Leads are your potential customers. This guide covers adding a lead, editing its details, and converting it once they are ready to do business.

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Adding a lead

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Option 1: Add a single lead

  1. Go to Leads in the sidebar
  2. Click + Lead in the top right (or press C)
  3. Enter the lead’s name (a person or business name)
  4. Fill in any custom fields, such as Channel and Source
  5. Click Add lead (or press Ctrl + Enter)
The lead is created and added to your pipeline at the first stage.

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Option 2: Import many leads at once

If you have leads in a spreadsheet, import them in bulk:
  1. Click Import in the top right
  2. Upload your file by dropping it in or clicking Browse files
  3. Select header to tell Heffl which row contains your column titles
  4. Map columns to match your file’s columns to Heffl fields (Name, Mobile, Email, Title, Value, Source, and others). Only Name is required.
  5. Confirm to finish the import
You can download a template from the import screen to format your file correctly before uploading.
Adding Leads 1

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Viewing and organizing leads

The Leads page has two views, switchable from the tabs at the top:
  • All leads shows your leads in a list, one row each
  • Kanban shows leads as cards grouped by stage
To find or narrow down leads, use the controls above the list:
  • Search to find a lead by name
  • Sort to order by created date or other fields
  • Filters to narrow by specific criteria
  • Stage and Status to show only leads at a certain point
  • Next Activity Date to focus on what needs attention soon

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Editing a lead

To edit a lead’s core details, click the lead row to open it, then update any field. You can also edit some fields directly from the list without opening the lead:
  • Stage — click the stage cell to move the lead forward (New, Contacted, Followed Up, Converted)
  • Add Note — click to attach a note
  • Tags — click the + to add a tag such as VIP
  • Mobile, Email, Website — click the cell to add or change contact details
Changes save automatically.

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Adding notes, tags, and activities

Keep each lead’s history in one place:
  • Notes record what was discussed or agreed
  • Tags group leads for quick filtering (for example, VIP or Technical service)
  • Activities and follow-ups track calls, meetings, and the next action date so nothing slips
Setting a next activity date is the best way to make sure no lead goes cold.

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Converting a lead to a Deal

When a lead is ready to do business, convert it. Converting turns the lead into a detailed Deal, while keeping all its history.
  1. Open the lead
  2. Click Convert to Deal
  3. Enter the details
Once converted, the lead’s stage shows as Converted in status and its information carries forward to the deal, so you do not have to re-enter anything.
Adding Leads 2

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What to do next

After managing your leads:
  1. Move active leads into Deals to track the sale
  2. Send a quotation to a converted lead
  3. Set up custom fields to capture lead details specific to your business