Run your business · Sales
Sales
Keep revenue moving
Work leads, opportunities, proposals, and follow-up from one connected sales view.
Updated September 13, 2026 1 min read
Use this when
Use this guide when leads, deals, proposals, or follow-up are waiting without a clear owner or next action.
Intake sources hold submissions before they become canonical contacts: direct leads, chat inquiries, subscribers, partner applications, and website grades.
How form and chat intake works is in Leads and chat.
Leads and chat
/admin/leads and /admin/chat-leads hold submissions from forms and the public assistant. Qualification happens here. Identity resolution into Contacts is a review step.
Subscribers, partners, grades
Newsletter and resource subscribers, referral partner applications, and website grader intake each have their own list. They share the same tenant boundary. A new row waits for someone to confirm a merge.
What to know
Availability depends on enabled modules, workspace permissions, provider connections, and the current installation. Check the recorded status before relying on a live result.
Next: Review Today to see how this work fits into the daily operating flow.