Leads

Capture and qualify potential customers.

What is a Lead?

A lead is an unqualified sales prospect — someone who has shown interest in your services but you have not yet committed to working with them. Once a lead is qualified and you decide to move forward, you can convert them into a deal or contact.

Viewing Leads

Go to Leads in the top menu.

You can filter leads by:

• Status — e.g., New, Contacted, Qualified, Lost
• Source — Where the lead came from (website, referral, event, etc.)
• Owner — Which team member is responsible for this lead
• Contact — A specific person associated with the lead
• Organization — A specific company associated with the lead
• Use the search bar to find leads by name or keyword

Creating a Lead

1. Click New Lead.
2. Fill in the lead information:
   • Name — Usually the lead's name or the opportunity name
   • Email and Phone
   • Status — The current stage (e.g., New, Contacted)
   • Source — How this lead found you (website form, referral, cold outreach, event, etc.)
   • Owner — The team member managing this lead
   • Associated contact — If you have a contact record for this person already
   • Associated organization — If you know which company they represent
   • Notes — Anything relevant about this prospect
3. Click Save.

Managing a Lead

From a lead's detail page you can:

• Update status as the conversation progresses
• Add notes from calls or emails
• Assign the lead to a different team member
• See all activity history

Converting a Lead

When a lead is ready to move forward, convert them rather than manually recreating data.

1. Open the lead's detail page.
2. Click Convert.
3. Choose to convert to a Deal, a Contact, or both.
4. The lead's information is carried over automatically. The original lead record is marked as converted.

Lead Statuses

Frequently Asked Questions

What is the difference between a lead and a deal? A lead is early-stage — you are still deciding whether to pursue it. A deal is an active sales opportunity with a value and a stage in your pipeline. Leads convert into deals once qualified.

Can I delete a lead? Yes. All roles can delete leads. Note that deleted leads are soft deleted and preserved in your audit history.

What lead sources should I use? Common sources include: Website, Referral, LinkedIn, Cold Email, Event, Paid Ad, Word of Mouth. Use whatever categories make sense for your business.