Leads

A Lead represents an individual person.

Leads can enter SalesMonk from multiple sources:

• Website visits (identified or anonymous)

• Chat conversations

• Form submissions

• Outbound prospecting

• CRM or CSV imports

Each lead maintains:

• Identity data (email, name, role when available)

• Activity history across all channels

• Campaign and sequence participation

• Conversation context (chat, email, calls)

Leads are always viewed in context of their account.