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Leads

How to manage leads from your card

Capture every introduction and never lose a follow-up again.

4 min readLast updated:
  1. 1

    Enable lead capture

    In your card settings, turn on 'Lead form' to ask visitors for their details.

  2. 2

    Open the Leads dashboard

    All submissions appear under Dashboard → Leads, with status and notes.

  3. 3

    Tag and prioritize

    Assign statuses (New / Following up / Won / Lost) and add private notes.

  4. 4

    Export or sync

    Export to CSV or send leads to your CRM via Integrations.

Helpful tips

  • Reply within 24 hours — conversion drops sharply after that.

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