#Leads

Leads are potential customers who haven't been qualified yet. Track them from initial contact through conversion.

#Lead Statuses

#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 — Required
   • Last Name — Required
   • Email — Required, must be unique
   • Phone — Required, must be unique
   • Source — Where the lead came from (required)
   • Category — Lead classification (see Categories)
   • Notes — Additional information

#Tags

Add tags to organize leads (see Tags).

#Converting a Lead to a Contact

When a lead is qualified, the Convert to Contact action creates a Contact record from the lead and marks the lead's status as Converted — no copy-paste required.

1. Open the leads table
2. On any non-converted lead, choose Convert to Contact from the row actions
3. Confirm — a new contact is created and the lead is locked as Converted

The new contact appears in Contacts and can immediately be used on deals, invoices, and tickets.

#Filtering Leads

Use filters to manage your pipeline:

• By status (New, Contacted, etc.)
• By source
• By category
• By tags
• By date created

#Editing a Lead

1. Click on any lead
2. Click Edit to modify
3. Save your changes

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

#Hot Leads on the Dashboard

The most recently created or highest-priority leads also appear in the Hot Leads widget on the CRM Dashboard.

#Deleting a Lead

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

#Export

Download leads as CSV for reporting or backup.