Skip to content

Where to Find Leads and How to Manage Them

Learn where leads go in Zipper and how to manage them through the Lead Board.

Where to Find Leads and How to Manage Them

Where Leads Go

All leads appear in the Lead Board. Go to Contacts > Lead Tracking.

Where Leads Come From

  • Lead forms on your website
  • Manual entry by you or your staff
  • Integrations with other tools
  • Landing pages with lead capture

Managing Leads

Moving between stages: Drag a lead card to a different stage column, or open the lead and change the stage from the dropdown.

Viewing details: Click any lead card to see contact information, notes, and history, and to add notes.

Converting to a customer: Open the lead, click Convert to Customer (or link to an existing customer). The lead is marked converted and linked to their customer profile.

Customizing Your Lead Board

Go to Contacts > Lead Tracking > Settings (or Workflows) to add, rename, or remove pipeline stages and set up automations for new lead notifications.

Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

Was this article helpful?