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How to collect and qualify client leads in Superset

Use Superset’s lead tools to capture interest, review applications, and turn leads into paying clients

Noah Cracknell avatar
Written by Noah Cracknell
Updated yesterday

Superset does not generate leads for you, but it gives you simple tools to capture and convert them into paying clients.

How leads work

  • Leads are people who fill out your Superset application form.

  • Applications appear in the Leads tab of your dashboard.

  • From there, you can review their info and convert them into active clients.

Follow these steps…

  1. Go to the Leads tab in your Superset dashboard.

  2. Share your lead form link (found in the tab) anywhere you connect with prospects (Instagram bio, Linktree, website, email, etc.).

  3. When someone fills out the form, their details will show up in Leads.

  4. Open the lead’s profile to review their application and notes.

  5. When ready, click Convert lead to client and set up their payment plan (recurring, pay in full, or installments).

FAQ

Does Superset run ads or generate leads for me?

No — you bring in the leads, Superset helps manage them.

Can I customize the application form?

Yes — form customization is available on the Pro plan.

Where do new leads show up?

All leads go directly into your Leads dashboard.

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