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Leads Magnit AI CRM · Human Controlled
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Leads Magnit

User Guide

Follow the core Leads Magnit workflow from early access and workspace setup to lead ownership, follow-up, approvals, and reporting.

Start with the workflow, not the automation. Establish lead ownership and accurate CRM records first, then add approved communication channels and automation where they help.

Getting started

  1. Request access. Join the wait-list and tell us about your business, team, lead volume, and required capabilities.
  2. Confirm your workspace. When access is approved, review your organization details, supported user roles, plan, and available integrations.
  3. Add users safely. Give each person the minimum role and permissions needed for their work. Do not share sign-in credentials.
  4. Bring leads into one model. Capture or import leads with clear source, owner, status, contact information, tags, and next action.
  5. Work the lead record. Keep calls, messages, appointments, notes, proposals, and follow-up tied to the correct lead.
  6. Review before sending. Treat AI summaries and drafts as assistance. Check recipients, consent, timing, content, and cost before live actions.
  7. Use reporting to improve. Review activity, progress, outcomes, and unworked leads from CRM data, then refine assignments and follow-up.

Core workspace habits

Keep one owner

Each active lead should have a responsible owner and a visible next action.

Use persistent tags

Apply consistent tags and saved filters so teams can find and segment records reliably.

Record outcomes

Log what happened after a call, message, appointment, or proposal rather than leaving the result in a private inbox.

Respect permissions

Use role-based access and assignments; do not expose client or tenant records to people who do not need them.

AI and automation guardrails

  • Verify AI-generated summaries and suggested actions against the CRM record.
  • Keep live messages, paid actions, provider changes, and sensitive decisions behind the required approval.
  • Use approved templates and connected providers; never paste credentials or private keys into prompts or notes.
  • Stop and ask an administrator when a workflow changes ownership, access, billing, or customer-facing commitments.

Need account-specific help?

Menus and capabilities can differ by role, plan, release stage, and approved integrations. Visit Support or email support@leadsmagnit.com with the page name, what you expected, and what appeared instead. Do not include passwords, one-time codes, payment details, or private customer data.