Leads

Leads Overview

Understand how leads are stored, displayed, and worked inside Repen.

Where leads live

The main lead workspace is All Leads, which uses a kanban board layout.

Each card is a lead. Each column is a status.

Current lead statuses

Queued
Called
Qualified
Booked Appointment
No Show
Disqualified

What lead records usually include

name
phone number
email
source
notes
custom fields
current status

Best way to think about the board

The board is not just a list. It is your operating pipeline. If your team leaves leads in the wrong column, reporting and follow-up become less reliable.

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Daily Workflow

Follow the most common day-to-day workflow used by Repen customers.

Add And Update Leads

Create leads manually and keep lead records clean as your team works them.