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AllTask
Leads & Dealshow toFor admin · manager · team-member · Updated 2026-09-16

Adding a Lead

Capture a prospect in AllTask, assign an agent, set its stage, and convert it into a client when the deal closes.

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A lead record stores the company and contact details, the assigned agent, the lead source, and the pipeline stage the deal is in.

  1. 1Add a lead

    1. 1.Open Leads from the main menu.
    2. 2.Select Add Lead (top-right of the screen).
    3. 3.Enter the company and contact details.
    4. 4.Assign an agent and set the lead stage.
    5. 5.Save the lead.
    Result: The lead appears in the Leads list and the pipeline board.

  2. 2Convert a lead to a client

    1. 1.Open the lead record.
    2. 2.Use the convert action (Convert to Client).
    3. 3.Confirm the client details.
    Tip: Conversion carries the lead’s core details into the new client record.
    Result: The lead becomes a client record you can attach projects and invoices to.

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