Leads & CRM
Everything about managing leads, your pipeline, contacts, notes, and follow-ups.
Adding Applications to Your Leads
How to turn planning applications into managed leads in your CRM pipeline.
Updated August 2026
Managing Your Pipeline
How to use the Kanban pipeline to move leads through stages and track progress.
Updated August 2026
Adding Notes and Follow-Ups
How to keep track of conversations, set reminders, and never miss a follow-up.
Updated August 2026
Tracking Lead Activity
How to use the activity history to see the full timeline of every lead.
Updated August 2026
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