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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 Convert to Deal 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 — converting to a deal, winning a deal, or disqualifying. This keeps the label honest: a "Qualified" lead always has a real deal attached to it.

Converting a Lead to a Deal

Converting a lead is the main step forward — in a single action it creates a customer (if one doesn't already exist), a contact (the person, from the lead's name/email/phone), and a deal in your pipeline. 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 Convert to Deal (the primary action button, shown while the lead hasn't been converted yet)
    • Or use Convert to Deal from the row menu on the leads list — that opens the detail page with the 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: review the deal details
    • Pipeline and Stage — defaults to your default pipeline's first stage; pick another if you like
    • Value and Expected close date — prefilled from the lead's estimated value and close date if set
    • Title (defaulted from the lead)
  5. Click Convert to Deal

The lead status changes to Qualified, a new deal appears in the chosen pipeline/stage with a linked contact, 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 Convert to Deal dialog if the lead doesn't have a deal yet. Quotations always belong to a deal — you must convert 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