Capture and qualify leads

Add a lead

CRM → Leads → Add. Capture name, company, email, phone, and source (Website, Referral, LinkedIn, Event).

Ownership

Assign an owner so follow-ups land on the right person’s task list. Use Amuix AI in Work to draft tasks or notes when you need speed.

Scoring

Rate fit and engagement. High-scoring leads sort to the top of the queue.

Convert

Convert to Deal from the lead drawer. Contact and company details carry across so you do not retype.

Hygiene

Merge duplicates carefully. Prefer email as the unique key when two records look similar.