Lead Management
Add, track, qualify, and manage leads through the pipeline
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Adding leads manually
How to manually create new leads in Realatic CRM with all relevant details.
Capturing leads from Facebook Lead Ads
Automatically capture leads from Facebook and Instagram Lead Ad campaigns into Realatic CRM.
Embedding lead capture form on your website
Add the Realatic lead capture widget to your website to automatically funnel enquiries into the CRM.
Understanding the lead pipeline
Learn how the Kanban pipeline view works and how to move leads through stages.
Using AI auto-qualification
How Realatic AI automatically qualifies and scores new leads.
Scheduling and managing follow-ups
Never miss a follow-up with automated scheduling, reminders, and escalation.
Logging calls and communications
Track every phone call, WhatsApp message, and interaction in the activity timeline.
Bulk operations (import, assign, delete)
Perform bulk actions on leads — import from Excel, mass-assign, or clean up old data.