Leads
Example CRM Process
Lead ➜ Opportunity ➜ Quote ➜ Quote confirmed ➜ Customer
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 past and current leads. In this article, we'll cover features of this page and how you can navigate through it.
Page display
By default, leads are displayed in a table format, with important details shown in columns.
The column format allows you to easily view which leads are in each rank, and provides you with a quick overview of your current leads.
To switch between the table and column views, click the Column view / Table view toggle button at the top-right.
Create a new lead or view/edit an existing lead
On the Leads page, click +Add lead to create a new lead, or click on an existing lead to view or update it. This will take you to the Lead entry page, which looks like this:
Lead scoring
On the right of the lead entry page, you'll find a section called Lead scoring. Here, you can enter important details about your lead that can help you track its likelihood of conversion into an opportunity or customer.
The conversion of a lead into an opportunity or customer occurs automatically when a new opportunity, sales order, or invoice is created for that company. You can also manually change the customer type on the company card file.
| Field |
Explanation |
| Account type |
Select from lead, opportunity, customer, supplier, or both customer & supplier. |
Source
Click the pencil icon to add, remove, or edit sources. |
Indicates how this lead heard about your company e.g. referral or Google (used for reports/dashboard charts). |
Score type
Click the pencil icon to add, remove, or edit score types. |
Ranking score of likelihood to convert.
There are five default types of lead scores:
- Hot: lead has a high likelihood of conversion (80%)
- Warm: mid-rank score (50%)
- Cold: low-rank score (20%)
- Frozen: likely a dead lead (0%)
- Converted: the lead has successfully converted to an opportunity or directly to a paying customer.
|
| Score % |
Likelihood to convert as a percentage. |
| Managed by sales person |
Select the user who is managing this lead. |
