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All Leads

Manage all your sales leads in one place. Leads are prospects — companies or people who have shown interest but haven't been qualified into a deal yet.

Lead List

View leads with:

  • Lead number and contact name
  • Company name
  • Contact information (phone, email)
  • Source (referral, website, cold call, etc.)
  • Status (New, Contacted, Qualified, Converted, Disqualified)
  • Priority
  • Number of linked deals
  • Assigned salesperson

Filtering

Use the filters at the top to narrow down your list:

  • Status — filter by lead status (New, Contacted, Qualified, etc.)
  • Source — filter by how the lead came in
  • Zone — filter by geographic zone
  • Search — search by name, company, phone, or email

Creating a Lead

  1. Go to CRM > Leads > All Leads
  2. Click + New Lead
  3. Enter lead details:
    • Contact name and company (required)
    • Phone and email
    • Address
    • Lead source and priority
    • Description (optional notes about the lead)
  4. Assign to a team member (optional)
  5. Click Create

Lead Statuses

Status Meaning How you reach it
New Just arrived, not yet contacted Default on creation
Contacted Initial outreach has been made Status dropdown on the lead page
Qualified Prospect is real, a deal has been created Qualify button (not the dropdown)
Converted Linked to a customer, with at least one won deal Set automatically when a linked deal is won
Disqualified Not a fit, rejected Disqualify action with a reason

Status is set by actions, not picked as a label

The status dropdown on the lead page only offers New and Contacted. The other states are reached by doing the actual work — qualifying, winning a deal, or disqualifying. This keeps the label honest: a "Qualified" lead always has a real deal attached to it.

Qualifying a Lead

Qualifying a lead is the main conversion step — it creates a customer (if one doesn't already exist) and a deal in your pipeline in a single action. From this point on, quotations, proposals and the sales cycle happen on the deal, not the lead.

When a lead is ready to move forward:

  1. Open the lead detail page
  2. Click Qualify (the primary action button, shown while the lead hasn't been qualified yet)
    • Or use Qualify Lead from the dropdown on the leads list — that opens the detail page with the qualify dialog pre-opened
  3. Step 1 — Customer: the system checks for existing customers that match the lead's phone or email
    • If matches are found, choose to Link to existing customer (pick one) or Create a new customer
    • If no matches, a new customer is created from the lead's details
    • If the lead is already linked to a customer, this step is skipped
  4. Step 2 — Deal: enter the deal details
    • Title (defaulted to the lead's company name)
    • Value (optional)
    • Expected close date (optional)
  5. Click Qualify & Create Deal

The lead status changes to Qualified, a new deal appears at the first stage of your default pipeline, and you're taken straight to the deal detail page.

Create Quotation from a lead

The Create Quotation button on the lead page opens the qualify dialog if the lead doesn't have a deal yet. Quotations always belong to a deal — you must qualify the lead first. If the lead already has one or more deals, the button takes you to the deal's quotation form.

Disqualifying a Lead

If a lead is not a fit:

  1. Open the lead
  2. Click the status dropdown and select Disqualified
  3. Enter a reason
  4. The lead is marked as disqualified and can be filtered out

Lead Detail

Click a lead to view:

  • Contact and company information
  • Current status with status change dropdown
  • Activity timeline (notes, calls, emails, meetings)
  • Follow-up schedule
  • Linked deals (if qualified)

Importing Leads

  1. Click Import on the leads list
  2. Upload a CSV file with columns: contact_name, phone, source
  3. Optional columns: company_name, email, address, city, state, priority, description