Creating and managing leads

A lead is anyone you are selling to who has not bought yet. Leads live in Sales → Lead.

How to add a lead

1. Go to Sales → Lead and select Add Lead.
2. Enter the person's First name (required) and, if you have them, Last name, Phone, Email, Company and Website.
3. Choose the Pipeline stage (required) — new leads usually start at New.
4. Optionally add the Expected value, Expected close date, Where it came from and what they are Interested in.
5. Pick an Owner — the person responsible for the lead.
6. Save.

Working a lead

Open a lead to see everything about it in one place:

• Follow-ups — schedule the next call or meeting. See Managing follow-ups.
• Notes — keep a record of conversations.
• Activity — a timeline of what has happened to the lead.
• Assigned — who is working the lead. You can assign it to one or more people.

When a deal is won

Move the lead to Won. You can then convert it to a customer from the lead's header, so its details carry over to Sales and Finance without retyping.

List or pipeline

The Leads page has two views. List is a searchable, filterable table. Pipeline shows leads as cards in a column per stage. See Understanding the sales pipeline.