The CRM tab in Workspace is for tracking prospects — wholesale buyers, B2B accounts, or repeat-customer pipelines. Each lead moves through stages on a Kanban board.
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Open Team Hub → Workspace → CRM
From the sidebar, expand Team Hub, click Workspace, then switch to the CRM tab. A new CRM board starts with six stages — To Contact, Contacted, Qualified, Proposal Sent, Won, Lost — but the columns, their order and their meaning are all yours to change. Setting a board up is covered in its own guide.
- 2
Click "+ New Lead"
The New Lead modal opens.
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Fill in the basics
Required:
- Lead Title — up to 100 characters (e.g. 'iPhone bulk repair — Acme Corp')
- Pipeline — which CRM board this belongs to
- Stage — which column to drop it into (e.g. To Contact)
- 4
Attach the contact (optional but recommended)
Pick an existing customer from the Contact Name search, or tap "+ Add Contact" to create a new one. The lead inherits the contact's email and phone.
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Add lead value, owner, and source (optional)
Assign To picks the staff member who owns the lead. Lead Value tracks the expected revenue. Lead Source records where the lead came from (referral, walk-in, paid ad, etc.).
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Save
The lead appears in its stage column on the CRM board. Drag it forward as it progresses — landing it in Won or Lost closes the lead.
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Or let a form create the lead for you
A lead does not have to be typed in. A published CRM form opens one on the board by itself, with the name, email and phone already in place and the source recorded. If you are collecting the same details over and over on the phone, build the form instead.
Pro tips
- The CRM tab requires the 'crmManagement' permission on your plan. If clicking CRM opens an upgrade modal, your current plan does not include it.
- A lead lands in whichever stage you picked. If your reports show nothing won, check that the Won column has actually been classified as won — the column's name alone does not tell Lunix anything.
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