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Leads, contacts & customers

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

8 min read · Last updated 2026-07-13

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.

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. 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 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.

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 drawer (expandable to full screen) with three tabs: Details (inline-editable fields — changes save immediately), Activity (timeline, threaded notes, email with template picker, meetings), and Sales (the lead's deals). Quick actions for Call, Mail, and WhatsApp appear when the lead has the matching contact info.

Automatic lead scoring (Hot / Warm / Cold)

Under Settings → General → Lead 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

Sales → Customers lists your customer base with All / Active / Inactive tabs, search, 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.