Welcome to Leadway Help Center

Find everything you need to manage leads, close deals, and track your team's sales performance in Leadway.

Leadway helps you capture leads, move deals through your pipeline, and understand your team's performance — all in one place. This help center has step-by-step guides for every part of that journey, whether you're setting up for the first time or going deeper on a specific feature.

Start here

New to Leadway? These two guides get your account and your team ready to sell.

Set up your Leadway account

Create your Leadway account and meet your sales dashboard.

Invite your sales team

Bring teammates into the workspace and assign their roles.

Leads & deals

Once you're set up, bring your leads in and start working them through your pipeline.

Add leads one at a time or bulk-import them from a spreadsheet.
Qualify a lead and convert it into a customer with an open deal in one flow.
Customize your pipeline stages to match exactly how your team sells, then move deals forward as conversations progress.

Add a new lead

Capture a new lead with their contact details and source.

Import leads from a CSV

Bulk-import leads from a spreadsheet with automatic field mapping.

Qualify and convert a lead

Turn a qualified lead into a customer with an open deal.

Customize your pipeline stages

Rename, reorder, or add stages so the pipeline matches how you sell.

Create a deal

Open a new deal against a customer and put it in your pipeline.

Move a deal through the pipeline

Update a deal's stage as the conversation progresses.

Customers & follow-ups

Keep every customer relationship organized and make sure no deal goes cold.

Log calls, meetings, and notes so your whole team always has context.
Set reminders on deals that need a nudge before they go idle.

Manage customer profiles

Keep every contact, deal, and note about a customer in one place.

Log a customer interaction

Record calls, meetings, and notes so the whole team has context.

Set up deal reminders

Never let a deal go cold — get nudged when one sits idle.

Reports

See how your pipeline and team are performing, and share the data with stakeholders.

Track your sales performance

See revenue, win rates, and team activity on the Reports page.

Export a pipeline report

Share pipeline data with anyone as a CSV or scheduled email.