View & Manage Webform Leads

When someone fills in the contact form on your website, Odidor CRM saves it as a lead automatically. This guide shows where to find those leads, how to review them, how to move them through your pipeline or convert them to clients, and how to set up your own lead stages.

How it works

1.A visitor submits the form on your website.
2.The submission appears in Odidor CRM as a new lead.
3.Your team reviews it, moves it through your stages and converts the good ones into clients.

Step 1: Find your leads

In the sidebar, under CRM, click Leads.

The cards at the top show:

Total Leads
New
Contacted
Conversion Rate

Use Search leads, the All sources filter and the sort menu (for example Newest first) to narrow the list.

Step 2: Choose a view

Switch between two views at the top left of the list:

Grid: each lead as a card. Use the tabs (New, Contacted, Converted, Archived, All) to filter by stage.
Kanban: a column for each stage, so you can see your whole pipeline at a glance. You can drag a lead into another column.

Step 3: Open a lead

Click any lead to open its details. You'll see:

The sender's name, email and phone number
Which form it came from (for example Website Form) and when
Assigned To: choose the team member responsible for the lead
Message: what the visitor wrote
Notes: add internal notes, then click Save notes

Step 4: Move or convert a lead

At the bottom of an open lead, under Move to:

Button	What it does
Contacted	Marks the lead as contacted
Convert to Client	Turns the lead into a client in the CRM
Archived	Archives the lead

To remove a lead completely, click Delete.

Step 5: Add custom lead stages

1.On the Leads page, click Stages.
2.In Manage lead stages you can:
3.Rename a stage
4.Reorder stages with the up and down arrows
5.Change a stage's color
6.Delete a stage
7.To add a stage, type a name under Add stage, pick a color and click Add.
8.Click Done.

Converted and Archived are built in and can't be deleted.

Step 6: Connect your web form

To connect your website's form to Odidor CRM, go to Settings → Org Settings in the sidebar (under Admin). This is where you create the secret API key your web form uses to send leads into the CRM.

Need help?

Want to see Odidor CRM for your business or book a demo? Contact us.