#Leads

Leads are potential customers who haven't been qualified yet. Track them from initial contact through conversion into contacts, accounts, and deals.

#Lead Statuses

Status is editable from the lead's edit view. A lead becomes Converted automatically when you run the Convert action.

#Lead Sources

Where leads come from:

• Website — Web forms, landing pages
• Email — Email inquiries
• Phone — Phone calls
• Social — Social media

#Creating a Lead

1. Go to Customer Relations → Leads
2. Click New Lead
3. Fill in the details:
   • First Name / Last Name — Required
   • Email — Optional (must be unique if provided)
   • Phone — Optional (must be unique if provided)
   • Source — Where the lead came from (required)
   • Category — Lead classification, required (see Categories)
   • Notes — Additional information

#Tags

Add tags to organize leads (see Tags).

#Converting a Lead

When a lead is ready, the Convert Lead action walks you through a 3-step wizard:

#Step 1 — Contact

Creates a new Contact record from the lead's details. Pre-filled from the lead. This step is always required.

#Step 2 — Account

Links the new contact to a company. Choose one of:

• Skip — Create the contact without an account
• Use existing account — Pick from your existing accounts
• Create new account — Fill in a full account record (name, industry, website, address, etc.)

#Step 3 — Deal (optional)

Optionally create a deal from this lead at the same time. Toggle Create a deal and fill in:

• Name, Value, Pipeline, Stage, Status, Expected Close Date, Probability

The lead's status is set to Converted when the wizard completes.

#Where to find the Convert action

The Convert action is available in three places:

• Leads table — row action menu on any unconverted lead
• Hot Leads widget — action button on lead cards in the CRM Hot Leads widget
• Lead view page — button in the page header when viewing a lead

#Filtering Leads

Use filters to manage your pipeline:

• By status (New, Contacted, Converted, Lost)
• By source
• By category
• By tags
• By date created

#Editing a Lead

Click on any lead, then Edit to modify. Status is shown as a dropdown on the edit form (hidden on the create form — new leads always start as New).

You can also Replicate a lead to quickly create a similar one.

#Deleting a Lead

Leads are soft-deleted (moved to Trash). You can restore them later.

#Import & Export

• Import — Bulk-import leads from CSV (email and phone are optional in the import file)
• Export — Download leads as CSV for reporting or backup