Leads

Leads are prospects before they become customers or deals.

Screenshot needed: Sales Leads list page

Screenshot needed: Sales lead detail page with follow-up information

What this is for

Use leads to capture enquiry details, contact information, product interest, assigned sales user, and next follow-up.

Who uses it

Sales engineers, office admins, and owners.

Steps

1. Open Sales Leads.
2. Click Create Lead.
3. Enter company, contact, product interest, source, and next follow-up date.
4. Assign a sales user if needed.
5. Click Save Lead.

Important notes

Keep lead data clean so conversion to customer or deal is easier later.

Common mistakes

• Creating the same lead twice.
• Missing phone or email details.
• Not adding the next follow-up.