For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/what-is-a-lead.md.
  • English
  • What is a lead in Clickmax?

    A lead is a potential customer who has shown interest in your product or service. In Clickmax these records are called contacts and are centralised in the Contacts section, where you can organise them into lists and segments and move them through the stages of a pipeline as opportunities.

    If it didn't work

    • Can't find the Contacts section? Check that your profile has access in Permissions.
    • Hit the record cap? See the contact limit.