Ask AI
Open in ChatGPTOpen in ClaudeView as Markdown
APIWebsiteSign inGet started

Capture and manage leads

Add leads, import them, filter them and see which ones to call first.

  • Guides
  • 3 min read
  • Updated 13 November 2026
View as Markdown

The Leads page lists every lead with its status, source, score and expected value. Use it as your daily call list.

#Before you start

  • You need access to AOZO CRM in your workspace.
  • A new workspace has no leads yet. You will see “No leads found” until you add or import some.

#Find your way around

The AOZO CRM Leads page with numbered highlights on the Leads tab, System Filters, the Import, Export and Create Lead buttons, and the lead table columns
  1. Leads tab in the top menu
  2. System filters: ready-made views of your leads
  3. Import, Export and Create Lead
  4. Lead table: name, company, email, phone, status, source, score and expected value

#Add a lead

  1. Open Leads

    Choose Leads in the CRM top menu. The page title shows “All Leads” and how many records you have.

    The CRM top menu with the Leads tab highlighted
    1. Leads

  2. Choose Create Lead

    Select the blue Create Lead button at the top right of the list.

    Close-up of the Import, Export and Create Lead buttons on the Leads page
    1. Import: bring leads in from a file
    2. Export: take your leads out
    3. Create Lead: add one by hand

  3. Fill in the details

    Enter the lead’s name and company, how to reach them (email and phone), where the lead came from (source) and what it could be worth (expected value).

  4. Save

    The lead appears in the list with a status and a score. Open it to see its activity and add follow-ups.

#Import and export leads

  • Choose Import to bring many leads in at once from a file.
  • Choose Export to download your leads, for example to share a list or keep a backup.
  • CRM also supports workspace API keys if you want to send leads in from your own systems.

#Use the system filters

System filters give you ready-made views so you do not have to build them. The count beside each filter shows how many leads it holds.

The System Filters panel on the Leads page with Hot Leads (score 70+) highlighted
  1. Hot Leads (score 70+): the leads most worth a call today
FilterWhat it shows
All LeadsEvery lead
Open LeadsLeads still in play
New LeadsLeads nobody has worked yet
ContactedLeads you have reached
QualifiedLeads that fit what you sell
Proposal SentLeads that have a proposal
Hot Leads (score 70+)Leads with a score of 70 or more
Created This WeekLeads added in the last week
Converted / WonLeads that became customers
LostLeads that did not buy

Below the system filters, “Filter by fields” lets you narrow the list by Lead Status, Lead Source or Company. Use the Filter button and the search box above the table to find a specific lead, and the Columns button to choose which columns show.

#Understand the score

Each lead gets a score. A higher score means the lead looks more worth a call. Hot Leads (score 70+) is the list to start your day with.

Tip

Review the lead source column every month. The sources with the highest scores and the most won deals deserve more of your time.

#Common questions

#Why does the list say “No leads found”?

You have not added any leads yet, or the filter you picked has none. Choose All Leads, or select Create Lead to add your first one.

#How many leads show on a page?

The list shows 25 records per page by default. Change “Records per page” at the bottom of the table and use the arrows to move between pages.