Wedy Pro

Leads

Learn how leads work in Wedy Pro's CRM. Discover where leads come from, how to view and filter them, and how to manage them through your sales pipeline.

Understanding Leads in Wedy Pro

Learn how to add leads to Wedy Pro manually, import them from a CSV file, and create organizations to group related contacts.

Create and Import Leads

Learn how to view and edit lead contact info, send emails, track meetings, and add private notes in Wedy Pro's lead detail view.

Manage Lead Details, Communication, and Notes

Learn how leads work, how to create and import them, and manage their details.

Getting Started with Leads

Learn how to move a qualified lead into a project in Wedy Pro so you can start sending proposals, contracts, and invoices to your new client.

Convert a Lead Into a Project

Learn how to create organizations in Wedy Pro to group related leads from the same company, venue, or referral partner for streamlined management.

Organize Leads with Organizations

Learn how to search, filter by status and date range, and switch views on the Leads page in Wedy Pro to find the right leads fast.

Filter and Search Your Leads

Organize, filter, and convert leads into projects.

Advanced Lead Management

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