A name that came in by referral, a form or a conversation, before there is anything to deliver. Nothing here is committed yet. It is where you decide who gets the next conversation, and one click sends them into the pipeline.
Name, title, account, source. Lead tag automatic; lifecycle stage starts at top of funnel.
Search, filter by Type (Lead / Prospect), edit context as the relationship warms.
The trend-arrow on the row. Tag flips Lead → Prospect, "Has Deal" badge appears, a new Opportunity lands at the top of Prospecting in the Pipeline. One click.
Free to start. No conversion wizard. No multi-step ceremony.
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The cold prospect you met at the conference, promoted to Prospect the day they replied to your email. The referral from a current client, in the funnel for a week, deal lands in Prospecting once the discovery call books. The inbound from the contact form, qualified to Prospect Wednesday, opportunity created Thursday. The five-row funnel you'd otherwise track in a "Leads.xlsx" tab that nobody opens. The Lead → Prospect → Opportunity transition that's normally a 4-step wizard, here it's one button. The deal that would have evaporated in someone else's CRM because the conversion required too much paperwork.