Pixie CRM guide collection
Leads and sales pipeline
Capture enquiries, qualify opportunities, organise follow-up and move good leads into customer relationships.
Create a lead manually
Create a lead manually in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideUse the leads list view
Use the leads list view in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideUse the leads Kanban pipeline
Practical Pixie CRM instructions for use the leads kanban pipeline, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideConfigure lead statuses
Practical Pixie CRM instructions for configure lead statuses, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideConfigure lead sources
Configure lead sources in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideAssign and reassign leads
Use this Pixie CRM guide to assign and reassign leads. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideAdd lead notes, activities and attachments
Practical Pixie CRM instructions for add lead notes, activities and attachments, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideMark leads as lost or junk
Mark leads as lost or junk in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideConvert a lead to a customer
Practical Pixie CRM instructions for convert a lead to a customer, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideCreate a web-to-lead form
Create a web-to-lead form in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideConfigure lead email integration
Configure lead email integration in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideImport selected companies to native Leads
A clear Pixie CRM walkthrough for import selected companies to native leads, with the screen path, field checks and post-save verification.
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