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Leads, contacts & customers

Capture and work leads in LogAI's CRM: create, import or discover leads, catch duplicates, filter and bulk-edit them, score them Hot/Warm/Cold automatically, convert them to customers, and keep customer records in sync.

10 min read · Last updated 2026-10-04

Sales → Contacts is your lead workspace: every prospect, filterable and searchable, with status tabs (All, New, Contacted, Qualified, Converted, Lost) showing live org-wide counts. Filters, search, and sorting live in the URL, so any view is shareable — and you can save favorites with Saved Views. Converted leads become records in Sales → Customers. To find brand-new businesses to sell to, use Find Leads — see lead discovery.

Add a lead

1. Open the wizard. Click Add Lead. The Create New Lead panel slides in with accordion sections: Personal Info, Company, Location, Details, Sales Intelligence, and Additional Information (your org's custom fields).
2. Fill the essentials. Required: First Name, Last Name, Company Name, Industry, Address, Country, State, Postal Code, Status, and Source. You must also provide at least an email or a phone number — the wizard blocks saving otherwise.
3. Add sales intelligence (optional). Fields like Budget Range, Authority Contact, Need Summary, Expected Close Date, and Deal Value enrich the lead — several of these later gate pipeline stage moves, so filling them early pays off.
4. Create. Click Create Lead. The lead appears in the table with a starting score of 0 and its lead number (see below). If an open lead already has the same email and phone, LogAI stops you with a duplicate warning instead of creating a second copy. Your draft is kept if you close the wizard mid-way (until you refresh or click Clear Form).

Import and export

• Import — click Import and upload a .csv, .xlsx, or .xls file. Column headers are matched flexibly (name/first_name, email/e-mail, phone/mobile, company/organization, and so on). Each row needs a name plus an email or phone; invalid rows and duplicates of existing leads are skipped and reported individually with created/skipped/failed counts. There's no file-size or row-count cap.
• Export — click Export to download leads-YYYY-MM-DD.csv. With rows selected it exports exactly those (selection persists across pages); otherwise it exports every lead matching your current filters, not just the visible page.

How LogAI spots duplicates

Phone numbers and emails are compared in a normalized form, so formatting differences don't hide a duplicate:

• Adding, editing or importing a lead — blocked (or skipped, for imports) when an open lead already has the same email and the same phone. Leads that are Converted or Lost don't block a new one.
• Lead discovery — stricter: a business is treated as already yours if its phone, email, website domain or company name matches any lead (in every status) or customer, so Find Leads only brings you new businesses and never charges for one you have.

Lead and customer numbers

Every lead gets a readable number like LD-00042 and every customer one like CUS-00017, assigned in sequence per organization. Lead numbers show at the top of the lead details sidebar (with a copy button) and in the hover card; customer numbers show in the Customers list and the customer details. You can search for a lead or customer by its number. Admins can change the prefix, padding and starting number under Settings → General — see record numbering.

Work leads in bulk

Tick row checkboxes and a floating bar appears: Email (bulk email with your templates), WhatsApp (broadcast, via the WhatsApp integration), Assign (pick a teammate), Status (set all five statuses), Export, and Delete. Actions run per lead, and partial failures are reported — “Updated X leads, Y failed.”

The lead details sidebar

Click any lead to open its side panel. The top bar shows the lead number with a copy button, a Saving… / Saved note while your edits go through, the lead's position in the list with previous and next arrows, Open full view, and close (Esc). Press J for the next lead and K for the previous one — they step through the rows on your current page.

• Who they are — the contact's name with the company under it (or the company as the title, with Add contact name, when there's no contact name), the Hot / Warm / Cold category, when the lead was added and last touched, and up to three attention signals such as 3d overdue, 12d untouched, Closes in 5d or No email. Email and phone are edited in place and can be copied.
• Quick actions — Call, Email, WhatsApp and Note. Call and WhatsApp need a phone number and Email needs an address; a greyed-out button tells you what to add. Note jumps to the note box.
• Status, Score, Value, Owner — change status, value and owner right there. Score reads Strong, Fair, Weak or Unscored; hover it for the 0–100 figure.

Below that, three tabs:

• Details — About (industry, source, website), Address, your organization's Custom fields, Qualification (budget range, decision maker, need, expected close, deal value, product, contract details, payment terms, competitor and loss reason, with a meter showing how many are filled — it stays collapsed until one is), and Background for free-form notes. Every value saves the moment you change it.
• Activity — the lead's timeline grouped by day, plus Notes, Email (with a template picker) and Meetings.
• Sales — the lead's deals (the tab shows how many are open): pick a deal, see its stage and progress through the pipeline and what's required before the next stage, move or reopen it, or add one with New. Then the lead's Money card, Orders, Invoices, Payments, Files, and a pipeline deal's workflow Executions. Until the lead is converted, Orders, Invoices and Payments say so rather than showing empty lists.

Open full view puts it all side by side: details on the left with an AI Signals & Next Actions card, activity in the middle with Notes, Email, WhatsApp, SMS, Meetings and Call logs tabs (log a call there), and the Sales column on the right. Back to side panel returns to the drawer.

What the lead owes you: The Money card on the Sales tab comes from Books: Outstanding, Overdue, Lifetime value, Credit, Avg days to pay and Last payment, with the open invoices and Statement / Settle up buttons. When anything is overdue, a red “Outstanding … · N d overdue” line also sits at the top of the Details tab.

Automatic lead scoring (Hot / Warm / Cold)

Under Workflows → Leads → Scoring you define rules per lead field — an operator (Equals, Contains, Between, Greater Than, and more) plus a % weightage. For each field, the highest-scoring matching rule sets that field's score, and the final 0–100 score is the weighted average. The score drives the Category badge:

Keep scores fresh: Turn on Auto-update scores when lead data changes and every lead edit recalculates its score instantly — categories are always computed from the current score, never stale.

Convert a lead to a customer

Set a lead's status to Converted — inline, in the sidebar, or via bulk Status. You get a celebration moment, and LogAI creates a linked Customer record (name, email, phone, address; status Active). Conversion happens once per lead, and later edits to the lead keep the customer's contact details in sync automatically.

Manage customers

Customers (reached from a lead, an order or an invoice, or directly at /sales/customers — it no longer has its own sidebar entry) lists your customer base with All / Active / Inactive tabs, search (by name, contact or CUS- number), and export (customers-YYYY-MM-DD.csv). Add Customer creates one directly — first/last name, email, phone, and full address are required, with optional position and notes. Deletions are permanent and always confirmed first.

Segments — coming soon: Audience segmentation is in the works but not yet available — the Segments page doesn't appear in the sidebar yet.

Open the LogAI app — start free, no credit card required.