Socket

Using the Leads board day to day: the board views, moving leads between stages, the notes, activities, files and timeline on a lead record, running research, searching and filtering, and…

Working Your Pipeline

The ways a lead is created in Socket: adding one manually, generating one with AI, linking an existing proposal, capturing enquiries from a website form, and inbound routes through an…

Creating a Lead in Socket

An overview of the Leads module: the pipeline board, the lead record, the ways a lead is created, AI research and generation, converting a lead to a proposal, and where…

The Leads Module: Getting Started

Configuring Lead Settings: pipeline stages, lead sources, lead card layout, ageing and fragile thresholds, lost reasons, and deal value settings.

Setting Up the Leads Module

Reading the Leads reporting tab: the pending approval banner, the four headline figures, the period and owner filters, pipeline by stage, the ageing leads table, performance by owner, and CSV…

Leads Reporting

Running AI research on a lead: what the agent reads at Companies House and on the prospect's website, what appears in the research notes, and what happens when a company…

AI Lead Research

Setting up a lead capture form: creating it from the system template, mapping answers to lead fields, the Calendly redirect after submission, embedding it on your website, and what happens…

Capturing Leads from a Form

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Amy Mall

Track your new deals and manage renewals with existing clients

The Leads Module

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Create your workspace and invite the people you work with.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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