Leads

A company marked as a lead is a potential customer and is considered the start of the sales opportunity process.

The Leads page displays a list of all your leads. From this page, you can create a new lead, view or edit an existing one, and manage all your past and current leads in one page. 

A company marked as a lead is a potential customer and the first stage of the sales opportunity process. This means each company that you've set as a lead has a likelihood to convert into an opportunity or paying customer. Managing leads by their likelihood to convert is often referred to as "lead scoring".

When creating a new lead or editing an existing one, you'll find a section on the right called Lead scoring. Here, you can enter important details about your lead that help you track its likelihood of conversion into an opportunity or customer.

A lead is automatically converted into an opportunity or customer when you create a new opportunity, sales order, or invoice for that company.

The Leads page gives you an overview of all your leads and lets you manage them in one organised page. From this page, you can:

View or edit an existing lead

by clicking its blue link.

Add a new lead.

Learn more about this in the sections below.

Switch between table and column views.

By default, the page is displayed in a column format, for visual organisation and lets you arrange leads by drag & drop. The table format is shown in this image.

 

 

 

 

 

 

On the Leads page, click +Add lead to open the Lead entry page. To get started, enter the company name—all other fields can be filled out later or skipped if not needed. 

Next, fill in the lead scoring information (see Lead scoring).

On the lead entry page, the Lead scoring section lets you fill in important information to help you track the conversion status of the lead.

Here's what each field in the Lead scoring section means.