marigold
lead capture and pipeline — new through won
articles
- 01
capture your first lead
add a lead manually, or let your contact form drop them in automatically.
3 steps·~2 min - 02
move leads through your pipeline
drag cards across stages — new, contacted, quoted, won, lost — to keep your pipeline current.
3 steps·~2 min - 03
send a quote straight from a lead
open mayhaw with the lead's info pre-filled — no copy-paste, no second app to open.
3 steps·~2 min - 04
capture leads from your website
embed marigold's contact form on your site (or use the hosted form link). every submission lands in marigold pre-tagged with the source so you know which page is working.
3 steps·~2 min - 05
tag the source of every lead
if every lead is tagged with where it came from, you find out in one report which channels are worth your time. ungated, every lead is just "a lead".
3 steps·~2 min - 06
mark a lead as lost — and capture why
lost leads are gold. patterns in lost reasons ("too expensive", "timing wasn't right", "went with competitor") tell you what to fix. capturing the reason is the difference between data and noise.
3 steps·~2 min - 07
set follow-up reminders so leads don't slip
the difference between a closed deal and a lost one is often a single follow-up that didn't happen. marigold reminds you when a lead's been quiet too long.
3 steps·~2 min - 08
use the kanban board to drag leads through stages
the kanban view shows one column per stage — new, contacted, quoted, stalled, won, lost. drag a card across columns to update its stage; the change is saved immediately.
3 steps·~2 min - 09
convert a won lead into a dragonfly client
when a lead actually closes, one click moves them to dragonfly. their full lead history (notes, source, conversion date) carries over so you don't lose context.
3 steps·~2 min - 10
build a multi-condition filter on leads
stack conditions to find exactly the leads you need. the filter builder is the same one dragonfly uses — text fields, tags, dates, dropdowns, all and-joined.
3 steps·~2 min - 11
save a view and recall it later
saved views remember search, dropdown filters, sort, group-by, and your filter rules — including which view mode (table or kanban) you were on.
3 steps·~2 min - 12
add custom fields to leads
every business asks different questions of a new lead. add fields once and every existing + new lead picks them up. five field types: text, long text, number, date, dropdown.
3 steps·~2 min - 13
import a list of leads from a csv
moving leads from a spreadsheet, an old crm, or a list you bought? csv import handles up to a few thousand rows in one go.
3 steps·~2 min - 14
find and clean up duplicate leads
the same person can submit your contact form twice, or a csv import can collide with leads you already had. the duplicates panel groups likely matches so you can clean them up in one pass.
3 steps·~2 min - 15
bulk update tags, status, or source on many leads
select a batch and apply tags, change stage, or archive in one move. the row checkboxes + bulk action bar work the same way as dragonfly.
3 steps·~2 min - 16
export leads to a csv
the export reflects whatever filter is active. "only quoted leads from el dorado" gives you only that.
2 steps·~1 min - 17
add follow-up tasks on a lead
tasks are quick to-dos pinned to a lead. "call back tomorrow," "send updated quote." overdue tasks ride the notification bell so they don't slip.
3 steps·~2 min - 18
see how your pipeline actually converts
the marigold dashboard tells you which stage leads are dropping out at. a leaky stage is the number-one signal of where to focus.
3 steps·~2 min
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