Every lead on one board that moves itself

Two ways. Publish a contact form, paste its snippet on your website, and every submission creates the contact and the lead for you, filed under the Website source. You can also create a lead by hand from an existing contact, choosing its pipeline, stage, source and deal value.

Yes. Build the form field by field under Contact Forms, publish it, then copy the one-line snippet onto your site. The embedded form is responsive and inherits none of the host page's styles, and you set its colors and font in the same place. There is an iframe version if your site cannot run the snippet.

Yes, while the form's create a contact and lead setting is on. The contact is built from the name, email, phone and address fields you mapped, with its source set to Website. Anything else the visitor typed is saved as the first note on the lead. The campaign tags and ad click id from the visit are stored on both records.

Yes, at three moments: sending a quote moves the lead to your Quote Sent stage, an accepted or converted quote moves it to Quote Approved, and a paid invoice marks it won. Each of the three is a toggle in your automation settings and starts on. Moves are forward only, so a lead never slides back a stage, and only open leads are touched.

Yes. Create as many pipelines as you need and switch between them on the board, with one of them the default. Each pipeline carries its own stages, and the stage editor is where you choose which stage an automation lands on. Only one stage per pipeline can hold a given automation.

Open Win Rates from the leads board and pick a date range. It lists every member with leads created, won, lost, a win rate and won revenue, credited to each lead's current owner. The Activity page covers the same period as a feed of stage moves and closes.