The leads dashboard at /crm/leads is your operations center for managing prospects. Here you can view all your leads, filter by source or status, and quickly access CRM tools through the secondary navigation.
When you access the CRM module, the leads panel displays:
Tip
The list view is ideal for bulk operations. Select multiple leads to assign them to a salesperson, change their status, or add tags in bulk.
The CRM module includes side navigation with the following sections:
| Section | Route | Description |
|---|---|---|
| Leads | /crm/leads | Prospect list and management |
| Pipelines | /crm/leads/pipelines | Sales funnel configuration |
| Deals | /crm/leads/deals | Active business opportunities |
| Automations | /crm/leads/automations | Automatic nurturing workflows |
| Integrations | /crm/leads/integrations | External lead source connections |
Refine the lead list using filters:
Clicking on a lead opens their complete profile:
Duplicate leads
Fenicia detects duplicate leads by email address or phone number. When a duplicate is identified, it lets you merge the information to keep a clean record.
From the lead list you can execute actions without opening the detail:
You can add leads manually or in bulk:
Click "New lead" and fill out the form with the prospect's details.
Upload a CSV file with columns mappable to Fenicia fields. Ideal for migrating from another CRM.
Connect sources like Meta Lead Ads or Google Ads so leads arrive automatically. See Lead Integrations.