Skip to main content

Lead Management in Agency Handy

Orvi Das avatar
Written by Orvi Das
Updated over 8 months ago

Track, manage, and convert leads with a visual Kanban board for smarter sales.

Key Steps:

  • Go to CRM β†’ Leads: View and manage leads across customizable stages.

  • Create/Edit Leads: Fill in lead info, add notes, or set reminders.

  • Convert to Client: Drag leads to progress or use the Convert button.

Did this answer your question?