Lead Management
Lead Setup Configuration
This guide covers the full Lead Configuration module in Chakra Sales CRM. Each section below explains the purpose, key concepts, and available actions to help you set up and manage your lead pipeline effectively.
Lead Dashboard
Chakra Lead Dashboard provides a consolidated overview of your sales pipeline - showing lead counts by state, team performance, recent activity, and key pipeline metrics at a glance.
Lead Details Page
Lead Details section is the core of every lead carrying all the information about leads, the entire lead history, lead activity actions, and more.