DS
CRM · Lead Tracker
Leads, prospects & active clients
← All dashboards
📋 Project Tracker
⚙ Connect your sheet
Apps Script Web App URL
Shared token
Save & test
Clear
Uses the
same
connection as your Project Tracker — if that's already set up, this is filled in for you. Leads are stored on a
Leads
tab that auto-creates itself on first save.
Setup guide →
🔍
All statuses
☰ Table
▦ Pipeline
⚙ Connect sheet
↓ Import clients
⬇ Backup
↻ Reload
+ New lead
New lead
×
Business name *
Status
Source
Industry / type
Contact name
Email
Phone
Est. value
⚠ Alert / flag
Shown as a red badge. Leave blank for none.
Website
Proposal link
Socials & other links
One URL per line. Shown as clickable chips.
Next action
Next action date
Notes
Delete
Cancel
💾 Save lead