Add a lead and move it through the pipeline

1. 01

   Step 1: Add the lead

   Pipeline › New lead, or let your enquiry form create it automatically.

2. 02

   Step 2: Check for duplicates

   If we spot a likely match, we show it. Nothing merges until you confirm. We never merge just because two people share a family email.

3. 03

   Step 3: Assign and add a follow-up

   Pick an owner and a next task with a date.

4. 04

   Step 4: Move it along

   Drag the card between stages, or use the stage menu. Each move records who and when.

5. 05

   Step 5: Convert to a matter

   Once the service agreement is signed, choose Convert. The lead’s history comes with it.

Written from the Casevoya product specification (CRM-02). Screens and wording may change before launch.