> ## Documentation Index
> Fetch the complete documentation index at: https://docs.financely.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Leads

> Capture, track, and convert leads from your website widgets or manual entry.

# Leads

## Overview

Leads represent potential clients who have expressed interest in your business. They can come from three sources:

1. **Widget submissions** — a visitor fills out a contact form or quote request form embedded on your website
2. **Manual entry** — you create a lead directly in the app
3. **Import** — bulk import from a CSV or external source

## Lead statuses

| Status        | Meaning                                        |
| ------------- | ---------------------------------------------- |
| **New**       | Just created, not yet reviewed                 |
| **Viewed**    | You've opened the lead                         |
| **Contacted** | You've reached out to the lead                 |
| **Converted** | Lead became a client (linked to a contact)     |
| **Archived**  | No longer active, removed from active pipeline |

## Creating a lead manually

Go to **Leads → New Lead** and fill in:

* Name and contact details (email, phone)
* Source and notes
* Status

## What happens when a widget submission arrives

1. The visitor submits a form on your website
2. Financely creates a lead automatically with the submitted data
3. If the email matches an existing contact in your organization, the lead is linked to that contact
4. If **auto-proposal generation** is enabled, a proposal draft is created immediately
5. The lead appears in your Leads list with status **New**

## Converting a lead to a contact

When a lead is ready to become a long-term client:

1. Open the lead
2. Click **Convert to Contact**
3. A contact record is created with the lead's information
4. The lead status updates to **Converted**
5. The contact and lead remain linked

## Creating a proposal from a lead

From the lead detail page you have two options:

* **Manual**: Click **Create Proposal** to build a proposal yourself
* **AI-assisted**: Click **Generate Proposal** to have AI create a draft based on the lead data and your product catalog

See [Proposals](/user-manual/proposals) for full details.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Widget submissions are not creating leads">
    Make sure your widget is **published** (not in draft status). Also check that the embed script is correctly placed on your website — the `data-org-id` and `data-widget-id` attributes must be present. See [Widget Embed](/user-manual/integrations/widget-embed) for details.
  </Accordion>

  <Accordion title="Duplicate leads from the same person">
    Financely checks for an existing contact by email when a widget submission arrives and links accordingly, but does not deduplicate leads themselves. If the same person submits multiple forms, multiple leads are created. You can manually archive duplicates.
  </Accordion>

  <Accordion title="Lead is missing form data">
    The data captured in a lead depends on the fields configured in the widget that generated it. If expected fields are missing, check the widget configuration under **Integrations**.
  </Accordion>
</AccordionGroup>