What This Page Does
The Lead Pipeline is a built-in CRM kanban board designed for SEO agencies. Track leads from initial inquiry through to close, with automatic attribution to the SEO activities that generated them. No need for external CRM tools for basic lead management.
Getting Started
- View the kanban board — leads organised by pipeline stage
- Create a new lead manually or via the webhook endpoint
- Drag leads between stages to update their status
- Click any lead card for full details, notes, and attribution data
Key Features
- Pipeline stages — customisable stages from inquiry to closed-won/closed-lost
- Attribution — automatic linking to the keyword/page that generated the lead
- Webhook intake — external forms can push leads directly via webhook
- Notes and activity — log calls, emails, and meetings on each lead
- Revenue tracking — assign deal values for pipeline revenue forecasting
Tips & Best Practices
- Connect forms via the webhook endpoint for automatic lead capture
- Assign deal values early for accurate pipeline revenue forecasts
- Use attribution data to prove SEO ROI in client reports
- Review stale leads weekly — anything unchanged for 14+ days needs attention