Website leads: intake forms, routing, and SLA timers

Website leads land in Current the moment someone fills out a form — no manual entry, no lead sitting in an inbox. Each lead is matched to a company and contact (a brand-new prospect always gets one created for it, filed into the unowned prospect pool until an account executive claims it), then routed to a rep and given a countdown to make first contact. The point is simple: nothing from your website should ever go quiet.

A new lead does not stop at Current. As soon as one arrives — from a website form or typed in by hand with the New lead button — Current creates its company and its contact in your PSA (Autotask, ConnectWise, or HaloPSA) and marks the company a Prospect. Your team finds the account where they already work, without anyone re-typing it.

• ＋Current matches before it creates. When the lead's email domain already belongs to a company you have, the lead is linked to that company and nothing new is pushed — an account that already lives in your PSA is never re-created or overwritten.
• ＋The contact is created under that company either way, so a new person at a company you already serve still lands as a real contact.
• ＋This follows the CRM write switch in Settings → Integrations. While CRM writes are off, nothing is pushed: the company and contact are held in Current and marked pending, and they go out once writes are switched on.
• ＋A lead brought in from a saved list is never pushed, because those people and their companies are already in your CRM.

You can create multiple named intake forms — for example "Contact form" and "Pricing page" — each with its own unique intake URL and a real on/off switch. The Leads board has a form filter, so you can see at a glance which page is actually generating leads worth routing.

1. 1
   Open Settings → Integrations → Website leads

   Copy the intake URL and paste-in-place instructions for WordPress (or hand it to your web developer).
2. 2
   Name the form

   Give it a name that matches the page it lives on, so routed leads carry useful context.
3. 3
   Turn it on

   The switch is real — an off form silently drops submissions rather than queuing them, so confirm it's on before you publish the page.

Sales leadership builds routing rules directly on the Leads page — who gets the next lead, in what rotation. A routed lead creates a to-do for the assigned rep and emails them immediately; an unrouted lead (nothing matched) alerts leadership instead of disappearing.

Every routed lead carries a response timer — configurable from 15 minutes to 24 hours in routing settings (the default is 2 hours). The countdown is business-hours aware: a lead that arrives Friday night starts its clock Monday at 8am in your timezone, not at midnight, so a rep is never penalized for a lead that came in while the office was closed.

When a routed lead sits untouched past its window, the re-routing engine can hand it to the next rep in the rotation automatically. The rep who missed it gets a quiet notification (no red alert); the new rep gets the full alert and a fresh to-do. After two hand-offs with still no response, Current stops looping the lead between reps and instead flags sales leadership once.

The Leads board is where you watch this whole pipeline: every lead, its routing status, its source, and its countdown, filterable by source, form, and status. Add a lead manually here too, for a phone or in-person inquiry that didn't come through the website.

Above the board is a source filter — All, Web, Manual, Lists — with a count on each, so you can look at one intake channel at a time without leaving the funnel. Every channel shares the same board and the same stages; the filter is a lens, not a separate list. The form dropdown sits beside it and only offers the forms present in the source you're looking at.

The funnel no longer carries Converted and Disqualified columns. In their place sits the same outcome rail the deals board uses: two drop zones beside the board. Drag a card onto one and the lead leaves the funnel, so the board only ever shows leads you can still work.

• ＋"Drop to create deal" is the green zone. Dropping a card there converts the lead and opens a deal for it in your New Logo pipeline's first open stage, in your name, and takes you to the board. A lead with no company attached opens the New company dialog first, with the "also create a deal" box already ticked, so the zone's promise still holds.
• ＋"Drop to disqualify" is the grey zone. It asks for a reason before anything is recorded, then the card animates off the board. The reason is kept with the lead and shows up in its history.
• ＋Under each zone is a quiet caption — "3 converted · View" and "5 discarded · View". Click one and Current takes you to the list view with that filter already applied, so you can always see where the leads went.

Nothing is ever deleted, and there is no cleanup task to run. A disqualified lead moves into the list view, where two filter chips split it by age: Discarded holds the last 30 days — the working window you'd realistically go back to — and Archived holds everything older. Both are equally restorable, and Restore puts the lead back at the top of the funnel.

Click any lead card on the funnel or any row in the list and a drawer opens with the whole lead in one place.

• ＋Contact details — name, email, phone, and the company the lead is attached to.
• ＋Where it came from, spelled out: the named web form, "Manually added," or the name of the list it was imported from.
• ＋The rep it's routed to, how old the lead is, and where its response clock stands.
• ＋A history of what actually happened — arrived, routed to a rep, and either converted or disqualified with the reason that was given.
• ＋A notes thread, newest first, with a composer at the bottom.

Switch from Funnel to List and you get a sortable table. Click any column header — Lead, Company, Status, Source, Rep, Age, Last touch — to sort by it, and click again to flip the direction. It opens sorted by Last touch, newest first, which is the question a rep actually has when they open the list.

Last touch moves whenever the lead genuinely does: its status changes, it moves stage, its rep changes, or someone adds a note. Age sorts on when the lead arrived. Both columns sort on the real timestamps rather than the words on screen, so "3d" and "today" order the way you'd expect.

Each row carries its actions on the right. Convert and Disqualify are labelled buttons, because they're the two motions the list exists for — and on a discarded or archived lead a single Restore button replaces both. Route to, Send a card, and Open company sit in the row menu beside them, so the row stays readable.

A list you built in Sales → Lists can be worked as leads. Click "Import from list" on the Leads page, pick the list, and choose some or all of its people. They land on this same board in the first open stage, tagged as the Lists source.

1. 1
   Click Import from list

   Pick any list you can see. Static lists import their members; a dynamic list resolves its filter first, so you always import who is on it right now.
2. 2
   Choose the people

   Tick some or all. Anyone who already has an open lead in the funnel is shown pre-unticked and labelled, so you see the skip before you commit, not afterwards.
3. 3
   Import

   Current reports what it did — for example "12 imported, 3 skipped (already in the funnel)." A lead that was converted or discarded earlier is finished business and does not block a fresh import of the same person.

Convert turns a lead into a partner record you can put a deal against. Because every lead now arrives with a company already attached, converting one links it to that company instead of creating a second copy — one click, no dialog, no duplicate in your PSA. A lead with no company opens the prefilled New company flow, the same one the funnel's green zone opens when you drop a card on it. Either way you can tick "also create a deal" to land straight on the deals board.

There are three doors into the same convert: the row's Convert button in the list, the Convert action in the lead drawer, and dropping the card on the funnel's "Drop to create deal" zone. The drop always opens a New Logo deal with it; the button leaves that to the tick box.