Managing leads in HAB

HAB captures qualified leads automatically. You manage them on the Leads page — a table listing every lead with search, filters, and status controls. This is not a full CRM: there is no field mapping, pipeline setup, or tag configuration inside HAB.

What the Leads page gives you

All captured leads in one table with contact details, service, status, and more.

Leads page — table with leads, search, filters, and status badges.

Search and filters to find leads by name, status, date, or other criteria.
Status updates as you work each lead through your process.

Related pages

Leads connect to the rest of HAB:

Conversations — open a lead to see its chat or call transcript and recording.

Conversations page — lead-linked conversation view with transcript and audio.

Calendar — view booked appointments tied to leads.

Calendar page — booked appointments on your calendar.

Export and external CRMs

Use Export to CSV on the Leads page if you need a spreadsheet or want to move data elsewhere. To push leads into GoHighLevel or HubSpot, connect an integration from the Integrations page — see Connecting your CRM.

Integrations page — outside CRM cards for GoHighLevel, HubSpot, and field-service tools.

Tip: Review new leads each morning in Leads, update statuses as you follow up, and connect an external CRM when you need contacts in a system your office already runs.

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