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Pipeline & outcomes
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Tip: click any company name › to open the full client record, activity history and actions.
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Added ⇅
Company ⇅
Contact
Companies House
Sector ⇅
Status ⇅
Value ⇅
Dials / follow-up ⇅
Activity / summary
—Register Dial and Register Chaser record what happened · Next Follow-up plans what happens next · everything saves itself
Pipeline viewDrag cards between stages or use ↑ ↓ to set a shared team order. Click the company to open the record.
Add lead
Planned action only. Nothing counts until Register Dial and/or Register Chaser is pressed.
This is the permanent summary. Day-to-day contact notes belong in the structured activity timeline.
Import leads
Paste rows straight from Excel or Google Sheets, or choose a CSV file. .xlsx workbooks cannot be read — copy the rows and paste them below instead, or save the sheet as CSV first. Column headings are matched automatically. GoHighLevel opportunity exports are recognised too — Lead Value is imported as Estimated Fee, GHL stages are mapped to Lead Desk statuses, Year End is preserved, and technical-call dates are carried across. Apollo contact exports are also recognised automatically — Company Name, First/Last Name, direct/mobile phone, Website, Industry, Fixed assets and Year end are mapped without renaming columns.
Apollo and Endole imports are accepted as externally screened and use no Lead Desk TPS credit. Other New leads are screened automatically.
Admin recovery mode. Use this for a trusted Lead Desk export, such as leads_everyone_2026-08-05.csv. Backups with a lead number are matched strictly by that number to avoid merging separate records.
Team
TPS / CTPS Screening
Screening is cached per normalised telephone number. TPS freshness applies only while a lead is exactly New. Progressed opportunities are not automatically re-screened and retain their historic TPS badge/audit. Apollo and Endole imports can be accepted as externally screened. Provider failures are never treated as Clear.
Firm targets
The monthly target resets automatically on the first day of each calendar month. Progress is based on work first reaching Won (signed). Delivered work remains available elsewhere in LeadDesk reporting and is deliberately excluded from this sales-motivation target card.
Possible duplicates
Bulk edit selected leads
Only the selected, loaded leads will be changed. Leave a field on “No change” to preserve it.
To move selected leads between stages, use Change status in the selection bar. Bulk status changes are administrative: they keep status history but do not register a dial or call activity.
Invoice
Engagement letter
Optional services are off by default, so the letter only includes what you select.
Changes here apply to this letter only — the fee rate is also saved back to the lead.
bOnline call logged
Did you have a conversation?
Log activity
Answered calls count as conversations automatically.
If used here, the planned action remains the lead’s current Call / Chaser / Both setting.
This creates a dated timeline entry. It does not replace the permanent lead summary.
Did a call happen?
This controls both the dial counter and conversation reporting. You can still use Register dial for the fastest call workflow.
Call already recorded
Lead Desk protects one physical call as one dial, regardless of whether it arrived from bOnline, Register Dial or a status change.
Confirm client reminder
Nothing is sent when you open this screen. The client reminder will only become eligible to send after you confirm it below.
