CRM & Leads
Leads, Contacts, Pipeline, Deals, AI Insights, and how work flows from capture to revenue.
Workspace layout: panels, focus, and saved layout
Resize and collapse CRM sidebars, use focus mode for threads, expand sections on demand, and reset layout—preferences save in your browser.
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How Leads Are Created
Every channel funnels into the same deduplicated lead model.
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Understanding the Lead Timeline
Your audit trail of messages, AI notes, status changes, and follow-ups.
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How AI Summarizes Leads
Automatic summaries shorten long chats and voicemails into at-a-glance context.
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How to Manage Your Pipeline
Stages, drag-and-drop basics, and hygiene habits.
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How Voice Widget Transcripts Sync to CRM
Where transcripts, lead fields, and AI events are written in LeadLock.
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How Leads Turn Into Customers
Lead → contact → deal → quote → invoice — one thread in LeadLock.
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Forms & Lead Capture
Forms create Leads in your CRM and can trigger Automations.
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Leads vs Contacts (and where Deals fit)
Leads are new opportunities; Contacts are your directory; Deals are pipeline revenue.
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