Leads & DealsoverviewFor all · Updated 2026-09-16
Understanding Leads & Deals
How AllTask tracks prospects through your sales pipeline — from new leads to converted clients.
leadsdealspipelinesalesprospectsconversion
Leads are prospects your team is engaging. When a lead is won, it converts into a client with the lead’s details carried across.
Move each lead through pipeline stages as it progresses. The board (deals) view shows leads flowing across stages, and the source and agent fields help you see where business comes from.