Leads, deals and importing contacts

Track leads and deals through your pipeline, import contacts from a spreadsheet, and turn a won deal into a project.

Leads and contacts

In CRM, add leads with where they came from (Upwork, Fiverr, LinkedIn, WhatsApp, referral and so on). Pakistani phone numbers are tidied into one format, and WorkHub warns you about duplicates.

Deals

Deals shows your pipeline as a board. Drag a deal to move it to the next stage. Each deal has a value, a currency and an expected close date.

Log calls, meetings and notes on a lead, contact or deal, and set a follow-up date: WorkHub reminds you on the day. Follow-ups lists what's due.

When you mark a deal won, WorkHub offers to create the project for it, already linked to the client.

Clients

Open a company to see everything about that client in one place: contacts, deals, projects, hours and, on Business, profitability.

Importing from a spreadsheet

  1. Save your sheet as CSV (in Excel: File → Save As → CSV UTF-8).
  2. Go to CRM → Import and choose the file.
  3. Match your columns to WorkHub's fields, and choose what to do with duplicates.
  4. Check the preview and import. Rows with problems are listed so you can fix and re-import them.

Custom fields and more than one pipeline are part of the Business plan.