Getting Started
Welcome to ActiveLead! This guide will help you set up and start managing your leads effectively.
1. Create Your Account
New users can sign up for a free 14-day trial with no credit card required. You'll have full access to all features during your trial period. After your trial ends, you can upgrade to a paid subscription to continue using ActiveLead.
Tip: Verify your email to unlock create/edit access and avoid setup issues.
2. Customize Your Terminology
ActiveLead lets you customize how items are labeled throughout the app. You can choose between:
- Job / Jobs
- Lead / Leads
- Project / Projects
- Opportunity / Opportunities
Go to Account → Preferences to change this setting.
3. Create Your First Lead
Click "New Lead" in the navigation bar or go to your Leads list and click the "+ New" button.
Quick capture: enter a Job/Lead name, Client name, and a Next Action (title + due date). Email and phone are optional, but help you avoid duplicates. You can refine details like value, tags, and source later.
4. Set Your Next Action
Every lead should have a next action. This helps you know exactly what to do and when. Set a title and due date for your next step.
5. Track Your Progress
Use the Dashboard to see an overview of your leads, overdue actions, and high-priority items. Keep notes on each lead to track your conversations and progress.
- Check what's due/overdue on the Dashboard
- Open the lead, take the action
- Use “Done → Next” so you always know the next step
- 2-minute end-of-day routine: open the Dashboard, clear anything overdue, and set one next action per active lead
- Always leave a breadcrumb: after every call/text, add one short note (what happened + what's next)
- Keep next actions tiny: “Call”, “Text quote”, “Book visit”, “Follow up Friday” — then add a due date
- Start with the essentials: create leads with name + phone/email (if you have it) + a next action
- Tag your backlog: add a tag like “notebook” so you can filter and clean up later
- Move 5 per day: add a few leads daily until you're fully migrated (no big one-time import required)