How to convert a qualified lead into a project, the two kinds of project you can create, what carries over, and what blocks converting.

How to fill in a lead form from your notes, which fields autofill sets, how it matches accounts and contacts, and where your notes are processed.

How to add a lead and move it through the six stages, the board and list views, card order and list sorting, follow-up badges, budget ranges, and how leads leave the pipeline.

How to connect a Calendly or Cal.com account, choose the event types that count and turn pending bookings into leads from the board or the list, what Billow suggests for each booking, and what cancellations, reschedules and disconnecting change.