How to Track Leads

Goal:
Track and manage every lead through your BiteBot account.

Steps:

1. Navigate to “Track Leads” from the left-hand sidebar.

2. View pipeline columns like:

   • New Lead

   • 1st Call

   • 2nd Call

   • Consult Booked

   • Closed Won/Lost

3. Drag and drop cards to update a lead’s stage in real time.

4. Click a card to view full contact history, call/text/email, or add notes.

5. Use filters to sort by pipeline, stage, date, or lead source.

Tip:
Leads generated from forms, ads, or automations are automatically added to your Opportunities board — no manual work needed.