Create and move leads in the CRM kanban

A card shows up in the CRM in four ways:

1. A WhatsApp conversation — the most common one. Someone messages your connected number and the lead is created automatically, already with its source identified when it came from an ad or a trackable link.
2. A website form — with Website Forms set up, every submission becomes a lead (the card shows the "Form" source tag).
3. Manual entry — go to Clients → New client, fill in at least name and phone, and save. The lead appears in the pipeline at the stage you picked.
4. Bulk import — in Clients, use the spreadsheet (CSV) import to bring your old database over in one go.

On desktop, by dragging and dropping:

1. Open CRM in the sidebar.
2. Click and hold the lead's card.
3. Drag it to the new stage's column — the column highlights the drop area.
4. Let go. The change saves immediately and is recorded in the lead's history.

On mobile:

1. Tap the card to open the lead panel.
2. Tap "Change stage".
3. Pick the new stage from the list and confirm with "Move lead".
4. Swipe sideways to move between the kanban columns.

What can happen when you move a lead:

• A purchase stage: HexTrack asks for the sale value (and the date) before confirming — that's what feeds revenue on the Dashboard and in reports. If the account has the Meta integration active, the purchase event is sent to optimise your ads.
• A proposal stage: turns on automatic follow-up — HexTrack creates the follow-up task and, if configured, the follow-up message over WhatsApp.
• A lost stage: closes the lead. The card leaves the active flow, but nothing is deleted.

Click any card to open the side panel. It brings together:

• Client details: name, phone (required), email, address with postcode lookup.
• Journey: current stage, the board the lead lives in, temperature (Hot / Warm / Cold — set by hand, or by the AI on paid plans) and the assigned salesperson.
• Tracking and source: if it came from an ad, you see the campaign, ad set and ad, with a link to open the ad; if it came from a trackable link, you see which one.
• Sale: value, date and notes for the purchase; you can edit the value later.
• Contact attempts: log every attempt with a note; on the third attempt HexTrack suggests closing the lead out.
• Tags and notes: free-form tags for segmenting (e.g. "quote", "urgent") and internal notes.
• Open conversation: a shortcut straight into that lead's WhatsApp chat.

• Stage chips at the top show how many leads sit in each stage — click a chip to filter; the Won chip shows the total converted.
• Temperature filter: All, Hot, Warm, Cold or Unclassified.
• Search by name or phone number.
• Export CSV downloads the filtered pipeline as a spreadsheet.
• Columns with a lot of cards show "Show more" — the CRM loads in batches so it stays fast even with hundreds of leads.

1. In the CRM, click "Funnel stages".
2. For each stage you set Stage name, Color and Order (drag by the handle, or use the arrows on mobile).
3. Turn on the switches that give the stage its superpowers: "Send event" marks the stage as a sale (it asks for a value and sends the purchase event to Meta); "Enables follow-up" marks the stage as proposal sent and turns on the automatic reminder; "Closes the lead" marks the stage as lost.
4. Save on each row; use "New stage" to add one and the bin icon to delete.
5. After reordering, confirm with "Save order" — an amber notice stays up until the order is saved.