Leads
A Lead represents a potential customer or client who has shown interest in your products or services. Managing Leads helps you track prospects from their first interaction until they become customers.
As a Lead progresses through your sales process, its status is updated to reflect the current stage of engagement.
Tip
Keep the Lead status updated regularly to maintain an accurate sales pipeline and simplify follow-ups.
Lead Status
Each Lead moves through different stages before becoming a customer.
| Status | Description |
|---|---|
| Open | Newly created lead that has not yet been contacted. |
| Replied | The lead has responded to the initial communication. |
| Interested | The lead has shown interest in your products or services. |
| Opportunity | The lead represents a potential business opportunity. |
| Quotation | A sales quotation has been or will be prepared for the lead. |
| Converted | The lead has been converted into a customer. |
| Do Not Contact | The lead should no longer receive communications. |
Note
Lead status is updated automatically when certain actions, such as creating a customer, are performed.
Lead Information
Each Lead record stores important contact and communication details.
| Field | Description |
|---|---|
| Name | Full name of the lead. This is a required field. |
| Status | Current stage of the lead in the sales process. |
| Email address used for communication. | |
| Mobile | Primary contact number of the lead. |
| Address | Physical address of the lead, including city, state, and postal code. |
Lead Actions
The Lead Quick Edit Form provides shortcuts to perform common sales actions.
Create Customer
- Converts the Lead into a Customer.
- Copies the lead information to the Customer record.
- Automatically updates the Lead status to Converted.
Create Sales Quote
- Creates a Sales Quote directly from the Lead.
- Links the quotation to the Lead for future reference.
- Helps track quotations generated from potential customers.
Lead Lifecycle
A typical Lead moves through the following stages during the sales process:
| Stage | Purpose |
|---|---|
| Lead Created | A new enquiry or prospect is added. |
| Engagement | Communication begins with the lead. |
| Opportunity | The lead shows buying potential. |
| Quotation | A sales quotation is prepared and shared. |
| Conversion | The lead becomes a customer. |
Related Features
Related Features
- Customers
- Sales Quotes
- Sales Invoices
- Contacts
Best Practices
- Record complete contact details when creating a Lead.
- Keep the Lead status updated after every interaction.
- Convert qualified leads into Customers instead of creating duplicate records.
- Create Sales Quotes directly from Leads to maintain traceability.
- Mark inactive prospects as Do Not Contact to avoid unnecessary follow-ups.
