Skip to content
SpodusHelp Center
Contact supportOpen Spodus
Welcome
Get started
    • Set up your workspace
    • Find your way around
    • Search & Command K
    • Your profile
    • Language & time zone
    • Notifications
    • Quick capture & notepad
    • Customize Home
    • Import a spreadsheet
    • Import from your email
    • Merge duplicates
    • Export to CSV
    • Spodus for sales teams
    • Spodus for project leads
    • Spodus for finance
    • Spodus for support
Product
    • Contacts and companies
    • The record page
    • Edit fields inline
    • Notes on a record
    • Comments and @mentions
    • Files on a record
    • Linked records
    • Log calls and meetings
    • Owners and deleting
    • Capture and convert leads
    • Your deal pipeline
    • Win or lose a deal
    • Emails on a record
    • Call from Spodus
    • Filter, sort and group
    • Save a view
    • Table view
    • Board view
    • Calendar and timeline
    • Columns and fields
    • Edit statuses
    • Bulk edit
    • Spaces and boards
    • Gallery and org chart
    • Share a view link
    • Manage tasks
    • Subitems and checklists
    • Time-block your week
    • Home and Ask Spodus
    • Ask about a record
    • Ask from any page
    • Summarize and draft replies
    • Let Spodus do the chasing
    • Ask about a file
    • Slash prompts
    • Your chats
    • Dictate a question
    • Models and credits
    • Announcements
    • Create events
    • Calendar views
    • Add a video call
    • Find time to meet
    • Edit repeating events
    • Connect your calendar
    • Calendar settings
    • Team chat channels
    • Direct messages and threads
    • Message to task
    • Saved and pinned
    • Connect your email
    • Send an email
    • Shared inbox
    • Block senders
    • Run a client project
    • Milestones
    • Project profit
    • Close out a project
    • Plan team capacity
    • Notes
    • Write a doc
    • Write with Ask Spodus
    • Share a doc
    • Ask your docs
    • Organize your docs
    • Doc templates and export
    • Doc settings
    • Set up Revenue
    • Tax rates and services
    • Invoice design
    • Currencies
    • Revenue overview
    • Send a quote
    • What clients see
    • Quote payment terms
    • Quote to invoice
    • Send an invoice
    • Bill unbilled work
    • Record a payment
    • Chase overdue invoices
    • Credit notes
    • Client statements
    • Track expenses
    • Contracts and retainers
    • Send for signature
    • Change quotes
    • Export to accounting
    • Turn on the client portal
    • Invite a client
    • What your client sees
    • Milestone approvals
    • Contracts in the portal
    • Set up support
    • Routing rules
    • Set up SLAs
    • Answer tickets
    • Create a ticket
    • Ticket details
    • Macros
    • Help articles
    • Your help portal
    • Website widget
    • Support overview
    • Track time
    • Weekly timesheet
    • Timesheet approvals
    • Team hours and insights
    • Timesheet settings
    • Add a person
    • Teams
    • Org chart
    • Onboarding checklists
    • Employee documents
    • Request time off
    • Leave policy
    • Performance reviews
    • Workload
    • Build a dashboard
    • Sales reports
    • Revenue reports
    • Support reports
    • Time reports
    • Set a goal
    • Track goals
    • Approvals
    • Your first automation
    • Triggers
    • Actions and conditions
    • Automate from a view
    • Run history
    • Canvas view
    • Automation settings
    • Webhooks
    • Build a form
    • Form logic
    • Design and settings
    • Publish and embed
    • Form responses
    • Create a sequence
    • Sending settings
    • Enroll contacts
    • Manage recipients
    • Sequence stats
    • The outbox
    • Unsubscribes
    • Share a mailbox
Account and admin
    • Invite your team
    • Roles & permissions
    • Security settings
    • Turn modules on and off
    • Custom fields
    • Custom boards
    • View packs
    • Trash
    • Join a team workspace
    • Two-factor sign-in
    • Sign in with Google
    • Reset your password
    • More than one workspace
    • Sample data
    • Leave a workspace
    • Workspace branding
    • Team access
    • Hand over a member's work
    • Apps
    • API keys and webhooks
    • Audit log
    • Share a board with people
    • Export and delete your data
    • Plans and billing
    • Go-live checklist
Resources
  • Blog
  • Security
  • Status
  • Contact support

CRM·Updated Oct 16, 2026

Capture and convert leads

Add leads by hand or from a lead capture form, track their status, and convert a qualified lead into a contact and a deal in one step.

A lead is someone who might become a client but isn't one yet. Keep leads in Leads until you know they're a good fit, then convert them into a contact and a deal.

Things to know

  • A lead's Status is one of New, Contacted, Qualified, Unqualified or Converted. You set it yourself as you work the lead.
  • A lead's Source is one of Website, Referral, Outbound, Event, Advertising, Email or Other.
  • A lead's company is saved as text. When you convert the lead, Spodus links the new contact to the company with that name, and creates the company if it doesn't exist yet.
  • Converting a lead creates a new contact. The lead stays in Leads, marked Converted.
  • The Free plan allows 1 form.

Add a lead by hand

  1. In the left rail, click CRM, then Leads.
  2. Click New lead.
  3. Fill in Name, and any of Company, Email, Phone, Source and Owner.
  4. Click Create.

Capture leads with a form

  1. In the left rail, click More, then Forms.
  2. Click New form, then Lead capture.
  3. Adjust the questions if you need to, then publish and share the form. See Build a form.

The form asks for name, company, email, phone and source. Only the name is required. Every response creates a lead with the status New. If the person leaves the source blank, it's set to Website.

Work your leads

  • Open a lead and change its Status to Contacted, Qualified or Unqualified as you go.
  • Switch the Leads list to a board to see leads grouped by status. Drag a card to change its status.
  • Use the ready-made views to narrow the list: My leads, New, Contacted and Qualified.

Convert a lead

  1. In the Leads table, hover over the lead's name and click Convert. Or open the lead and click Convert.
  2. Leave Also create a deal ticked if you want a deal too.
  3. Click Convert.

Spodus creates a contact with the lead's name, email, phone, owner and source, linked to the lead's company. If you ticked Also create a deal, it also creates a deal in your first stage, named after the company, for example "Acme deal", and linked to that contact. The lead is marked Converted, and the new contact opens in the side panel so you can carry on.

Related

  • Your deal pipeline
  • Contacts and companies
  • Build a form
  • Publish and embed
PreviousOwners and deletingNextYour deal pipeline
© 2026 SpodusPrivacyTermsStatusspodus.com

On this page

  • Things to know
  • Add a lead by hand
  • Capture leads with a form
  • Work your leads
  • Convert a lead
  • Related