Lead Management

Leads are the core of Tickmark’s CRM. Track every potential customer from first contact to conversion.

🎬Lead Management — Demo VideoComing soon

Creating a Lead

Navigate to Sales → Leads and click the “Add Lead” button.

Enter the lead’s information:

Name — Person or company name
Email and Phone — Primary contact details
Company — Organization name
Source — Where the lead came from (Website, Referral, Cold Call, Meta Ads, etc.)
Deal Value — Expected deal amount
Assignee — The team member responsible for this lead

Click Save to create the lead. It will appear in your lead list and pipeline.

The lead list provides a powerful table view with:

Search — Find leads by name, email, or company
Filters — Filter by:
- Assignee
- Status
- Date range
- Funnel stage
- Source
- Country
Sorting — Sort by name, date created, deal value, or status
Bulk actions — Select multiple leads for batch operations

Assign leads to team members to distribute the workload:

Not Connected Leads — Tickmark automatically flags leads that haven’t been contacted in 3+ days, so no opportunity slips through the cracks.

Every lead status change is tracked with timestamps, giving you a complete history of the lead’s journey through your pipeline.

Configure default lead settings from Sales → Leads → Settings: