Leads
Go to: CRM → Leads
Leads are potential customers who have shown interest in your product or service. They are the starting point of your sales pipeline.
Creating a Lead
Open Lead Form
Navigate to CRM → Leads and click New.
Fill in Lead Details
| Field | Description |
|---|---|
| Lead Name | Name of the person or company |
| Company | Company name (if B2B) |
| Primary contact email | |
| Phone | Contact phone number |
| Lead Source | How the lead was acquired (website, referral, event) |
| Territory | Sales territory for this lead |
| Lead Owner | Sales rep responsible for this lead |
Set Lead Status
| Status | Description |
|---|---|
| Open | Lead is new and being worked |
| Replied | Lead has been contacted |
| Opportunity | Lead has been qualified as an opportunity |
| Do Not Contact | Lead opted out of communication |
| Lost | Lead will not convert |
Save
Click Save.
Converting a Lead to Opportunity
When a lead is qualified (ready to discuss a deal):
- Open the lead record.
- Click Make → Opportunity.
- Fill in opportunity details (deal value, close date, etc.).
- The lead status automatically updates to Opportunity.