Add and work a lead

A lead is an enquiry that has not become a customer yet. It carries where it came from, who owns it, what it might be worth and what has been said so far.

Adding one by hand

1. Go to Sales → Leads and choose New.
2. Enter the name. Everything else is optional, so a lead taken on the phone can be saved in five seconds and filled in later.
3. Set the source — this is the field that later tells you which spend produced revenue, so it is worth filling in even when you are in a hurry.
4. Set the stage, or leave it at the first one.
5. Set the owner. It defaults to you.
6. Save.

Adding several at once

Use Import CSV — see Import your existing data.

Moving it along

1. Switch to the Kanban view.
2. Drag the card into the next stage. Drop it between two cards to set its position, and it stays there.
3. Use Group by to see the same leads arranged by owner, source or any dropdown field instead.
4. Set as default view makes that arrangement yours, without changing anybody else’s.

Recording what happened

Open the lead and use the Activity tab.

• Add note — anything worth remembering.
• Log call — inbound or outbound, the date and time, how long it lasted, the outcome and what was discussed.
• Send email — from your own address, with cc and bcc, attachments, a template, and a send time if you want it to go later.

Converting it

When a lead becomes real, convert it to a customer and optionally a deal. The lead stays as the record of where the customer came from, which is what makes source-level conversion reporting possible later.