Leads

Leads represent potential customers who have shown interest in your products or services.

Lead Overview

Access leads from Leads in the sidebar. Each lead displays:

• Contact information
• Lead stage and temperature
• Assigned team member
• Activity history

Creating Leads

1. Click New Lead from the Leads page
2. Fill in lead details:
   • Name and contact info
   • Company (optional)
   • Source (how they found you)
   • Initial stage and temperature
3. Assign to a team member
4. Click Create

Lead Stages

Leads progress through stages you define in Pipeline Settings:

• New Lead
• Contacted
• Qualified
• Converted (becomes a Deal)
• Lost

Lead Temperatures

Qualify leads with temperature ratings:

• Hot — Ready to buy, high priority
• Warm — Interested, needs nurturing
• Cold — Low priority, long-term prospect

Configure temperatures in Settings → CRM → Lead Temperatures.

Lead Actions

Converting to Deal

When a lead is qualified:

1. Open the lead
2. Click Convert to Deal
3. Set deal value and stage
4. The lead becomes a deal in your pipeline

Nurturing

Use the Nurturing tab to:

• Schedule follow-up tasks
• Add notes and activities
• Track communication history

Reminders

Set reminders for follow-ups:

1. Go to Reminders tab
2. Click Add Reminder
3. Set date/time and description