Magnate

Leads Management

Your leads are the lifeblood of your sales process. Magnate provides a centralized, intelligent hub to store, organize, and interact with every contact.

Where Leads Come From

Magnate connects to multiple channels to automatically capture leads without any manual data entry:

  • Meta Lead Ads: Hook directly into Facebook and Instagram Graph APIs. Lead ad form submissions are pulled in real-time, mapping your custom form fields straight into the database.
  • Web Forms & Chat Widget: Capture high-intent visitors directly from your website.
  • Inbound Messaging: If a completely unknown person emails or texts your connected numbers, a lead profile is automatically generated to capture the conversation.
  • CSV Imports: Handle bulk uploads with a smart column mapper that automatically maps fields like "fullname", "cell", and "job_title" to the right database fields.
  • Manual Entry & API: Standard manual creation.

Pipeline & Qualification

Leads in Magnate are built for revenue tracking, not just as an address book.

  • Pipeline Data: You can store financial data like Deal Value and Currency, as well as the specific Service they are interested in for accurate revenue forecasting.
  • Custom Statuses & Scoring: You are not locked into hardcoded statuses. You can create fully custom Status pipelines (e.g., "New", "Demo Booked") and Scores (e.g., "Hot", "Cold") in your Settings to adapt to your specific business model.
  • Custom Tags: Use a flexible tagging system to categorize leads however you see fit (e.g., "Tradeshow 2024", "VIP").

Activity Timeline

Every single action associated with a lead is tracked. When you open a Lead's details page, you will see a chronological Activity Timeline.

This logs every inbound/outbound message, phone call, CSV import event, status change, and booked appointment. You will always know exactly what happened with a lead and when.

The Leads Dashboard

The main Leads page is highly customizable, giving you powerful ways to slice and dice your data:

Saved Views & Visibility

If you frequently look for a specific segment (e.g., "Hot leads unassigned in NY"), you can filter the table and save it as a Saved View. You can also toggle which columns are visible. The system automatically saves these preferences to your browser so your dashboard always looks exactly how you want it.

Smart Follow-Ups

The system tracks the next follow-up date for every lead. The dashboard includes a quick toggle to instantly filter for Overdue follow-ups, ensuring no one falls through the cracks.

Bulk Actions

Select multiple leads at once to execute massive workflows with a single click. You can bulk-assign leads to a specific team member, change their status, or instantly enroll them all into an automated outbound Cadence campaign.