Part of the Retail plan. The business owner can switch plans from Business Properties.

Overview

A lead is someone you'd like to work with but haven't yet. It could be:

a shop that might carry your work
a podcast you'd like to be on
a person or brand you'd like to collab with

Track them here while you reach out. When one says yes, convert it and it moves to the right place. Go to Marketing > Leads.

Add a lead

Click + Add Lead.
Pick one or more Lead Type buttons.
Fill in what you know. Only Name is required.
Click Create Lead.

The form has a few parts:

Lead Info — Name, Status, First Name, Last Name, Email, Phone, Instagram, Website, Following on Instagram and Notes
Retail Details (shop leads) — address, Payment Terms, Rate (%) and Reminder Frequency (days)
Podcast Details (podcast leads) — Show Notes, Podcast Theme and Most Recent Episode
Collab Details (collab leads) — Collab Type and Collab Followers

The details parts only show up for the lead types you picked.

Lead types

A lead can have more than one type. The type decides what it can turn into later:

Consignment or Wholesale — becomes a retailer
Podcast Guest or Podcast Host — becomes a podcast
Collab — becomes a collab

Status

Review — your AI assistant added this lead. Check it over, then change it to Cold or Warm (or Inactive if it's not a fit).
Cold — you haven't really connected yet. New leads start here.
Warm — you're talking and it's going well.
Inactive — you've stopped pursuing it.

Leads table

The table shows Name, Status, Lead Type, Last Outreach, Contact, Email, Phone, Instagram, Created and Pending Outreach.

Active only — ticked, it hides Inactive leads. Untick it to see them.
Search — finds leads by name. Pick Contains to match anywhere in the name, or Strict to match names that start with what you type.
Filters — Status, Lead Type and Source. Source shows where a lead came from: Dashboard, AI, CSV or API.
AI tag — a small tag next to the name means your AI assistant added it.
Pending Outreach — says Yes when it's time to follow up (see Outreach).
Export — saves the list as a spreadsheet file.

Row menu

Each lead has a row menu:

Details — opens the lead's own page
Edit — change its details
Lead Conversion — turn it into a retailer, podcast or collab
Outreach — log that you got in touch
Add Task — make a task about it (business admins)
Set Inactive — stop pursuing it. Use Reactivate to bring it back as Cold.

Lead details page

Click a lead's name (or Details in the row menu) to open its page. You'll see:

cards for Contacts, Details, any extra details and Notes
an Outreach tab with every time you've been in touch
buttons for Add Task, Add Outreach, Convert Lead and Edit

More than one contact

A shop often has more than one person, like a manager, a buyer or a shared inbox. The Contacts card shows the main contact on top and everyone else below.

Add contact adds someone. A name or an email is enough. With no main contact yet, they become the main contact.
Edit and Remove change or take off one person.
Make main swaps that person with the main contact. Their note moves into the lead's Notes.

The Leads list and shop order emails use the main contact only.

Your AI assistant can add, change and remove contacts too. When it looks for replies, it checks every contact's email, not only the main one.

Convert a lead

When a lead says yes, convert it:

Choose Lead Conversion from the row menu (or Convert Lead on its page).
Pick where it goes. Choose a Retail Type (Consignment or Wholesale), tick Podcast Guest, Podcast Host or Collab, or a mix.
Fill in the extra details that appear. For example, Rent and Rent Due for a consignment shop, or Start Date, End Date, Starting Followers and Discount Code for a collab.
Click Convert Lead.

AMS adds the new retailer, podcast or collab, brings its outreach history along, and takes the lead off your Leads list. Extra contacts move to the new retailer. A podcast or collab lists them in its Notes.

Bulk Upload

Have a list of leads already? Add them all at once:

Click Bulk Upload and download the template.
Fill it in. Only Name is required. For more than one Lead Type, separate them with commas (like "Consignment, Wholesale").
Upload the file. AMS checks it for mistakes before adding anything.

See the Bulk Upload guide under Getting Started for more.