Leads
Record the people who are interested, follow up until they book, and turn them into customers.
Reviewed on Saturday, October 24, 2026
1New
2Contacted
3Interested
4Appointment booked
5ConvertedNow a customer
A lead is someone interested who isn’t a customer yet: they wrote on WhatsApp, asked about a price or came from a campaign. Leads is part of MAYEL Pro.
1In Leads, tap Create lead.
2Under Who they are, enter the Full name and, if you have them, Phone (optional) and Objective (optional).
3Under Where they came from, choose the Acquisition source. If they came from a campaign, turn on Does it come from a campaign? and choose it.
4Under Next action, choose the date and write what needs doing (for example, call to book an assessment).
5Tap Create lead.
Follow up
After each call, add a note and update the last contact and the next action with Edit. That way the lead shows up again in Work Inbox on the right day. Use Change status to move it along the path New → Contacted → Interested → Appointment booked → Converted.
Turn them into a customer
When they book or show up, tap Convert into a customer. MAYEL creates their record with their name, phone, source, campaign and all their notes, without entering anything again. The phone is required at this step.
Should I delete a lead that didn’t move forward?
Better to mark it Lost with its reason: that way it counts in the reports. Deleting is for duplicates or test records, and it can’t be undone.
What happens if I mark Do not contact?
It’s final: the lead is excluded from follow-ups and campaigns forever.
More in Grow your business
Follow-ups
Campaigns
Subscriptions and plans
Gift cards
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