What is Leads?
Timer Leads is your complete pipeline management system. Capture prospects from multiple sources, track their journey through customizable stages, and close more deals with intelligent scoring and automation.
Pro Tip
Leads are automatically created when guests book meetings through your Timer page. You can also import leads or add them manually.
Key Features
Kanban Board
Visual pipeline view to drag leads between stages
Lead Scoring
Automatic priority scoring based on engagement
Custom Stages
Define your own pipeline stages that match your workflow
Lead Types
Categorize leads by source, industry, or any criteria
Three Ways to View Your Leads
Choose the view that works best for your workflow. Switch between views using the toggle in the dynamic island.
List View
Detailed rows with all lead information at a glance. Best for quick scanning and bulk actions.
Grid View
Card-based layout showing key information per lead. Great for visual browsing.
Kanban View
Drag-and-drop board organized by pipeline stage. Perfect for tracking progress visually.
Understanding the Pipeline
Your pipeline represents the journey a lead takes from first contact to closed deal. Timer comes with default stages, but you can customize them in Settings.
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1
New
Fresh leads that haven't been contacted yet. This is where all incoming leads start.
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2
Contacted
Leads you've reached out to. Track your initial outreach efforts.
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3
Qualified
Leads that have been vetted and show genuine interest. Focus your energy here.
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4
Proposal
You've sent a proposal or quote. These leads are close to converting.
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5
Won / Lost
Final outcomes. Track your wins and learn from the ones that didn't convert.
Lead Scoring
Timer automatically calculates a priority score for each lead based on their engagement and behavior. Higher scores indicate hotter leads that deserve immediate attention.
Hot Lead
High engagement, recent activity, ready to buy. Contact immediately!
Warm Lead
Moderate interest, needs nurturing. Follow up within a few days.
Cold Lead
Low engagement or old lead. May need reactivation campaign.
Scoring Factors
Scores are influenced by: booking frequency, email opens, meeting attendance, recency of activity, and estimated deal value.
Adding & Managing Leads
There are multiple ways to add leads to your pipeline:
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1
Automatic Capture
Leads are created automatically when guests book meetings through your Timer booking page. All their information is captured instantly.
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2
Manual Entry
Click "+ New Lead" to add a lead manually. Fill in their name, email, phone, company, and any notes.
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3
From Guests
Convert existing guests to leads directly from the Guests page to start tracking them in your pipeline.
Lead Details Panel
Click any lead to open the details panel where you can:
- View and edit contact information
- Change the pipeline stage
- Update priority (Hot/Warm/Cold)
- Add notes and activity history
- Set estimated deal value
- View all bookings with this lead
- Send documents for signature
- Schedule follow-up reminders
Bulk Actions
Select multiple leads to perform actions on them at once:
Change Stage
Move multiple leads to a new pipeline stage
Update Priority
Set Hot, Warm, or Cold priority in bulk
Change Type
Recategorize leads by type
Delete
Remove multiple leads at once
Customizing Your Pipeline
Click the Settings button to customize leads to match your business:
Custom Stages
Create, rename, reorder, or delete pipeline stages to match your sales process.
Lead Types
Define categories like Inbound, Referral, Cold Outreach, Event, etc.
Finding Leads
Use the search and filter controls to find exactly what you're looking for:
- Search: Find leads by name, email, company, or notes
- Filter by Type: Show only specific lead categories
- Filter by Stage: Focus on leads at a particular pipeline stage
- Filter by Priority: View only Hot, Warm, or Cold leads
- Sort: Order by newest, oldest, name, score, value, or activity
Pipeline Tabs
The stage tabs at the top let you quickly filter by pipeline stage. Each tab shows the count of leads at that stage.
Dashboard Stats
The stats cards at the top give you a quick overview of your pipeline health:
Total Leads
All active leads in your pipeline
Hot Leads
High-priority leads needing immediate attention
This Week
New leads added in the past 7 days
Won Value
Total value of deals you've closed
Best Practices
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1
Work Hot Leads First
Use the Hot Leads filter to focus on your most engaged prospects. They're most likely to convert.
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2
Update Stages Promptly
Move leads through your pipeline as their status changes. This keeps your stats accurate and helps with forecasting.
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3
Add Notes Religiously
Document every interaction. Your future self will thank you when following up weeks later.
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4
Set Deal Values
Estimate the potential value of each deal. This helps prioritize and track your pipeline value.
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5
Use Kanban for Reviews
Switch to Kanban view during pipeline reviews to visualize bottlenecks and stuck deals.
Frequently Asked Questions
Can I import leads from a spreadsheet?
Bulk import functionality is coming soon. For now, you can add leads manually or they'll be captured automatically from bookings.
What happens when a guest books a meeting?
A lead is automatically created (or updated if they already exist) with their information from the booking form.
Can I customize the lead scoring algorithm?
Currently, scoring is automatic based on engagement patterns. Custom scoring rules are planned for a future update.
How do I delete a lead permanently?
Open the lead details panel and click the delete icon. You'll be asked to confirm before deletion.
Can I link leads to projects?
Yes! When viewing a lead, you can see their associated bookings and documents. Project linking is coming soon.