Overview
The Leads screen is used to capture early sales interest before it becomes an active opportunity. It helps your team record who the prospect is, where the lead came from, what the business need looks like, and who should follow up.
Main purposeCapture new prospects and manage early-stage follow-up before the deal becomes a confirmed opportunity.
Important areasLead list filters, lead details, source and status, assigned employee, contact details, notes, and follow-up.
Business valueBetter sales tracking, clearer ownership, and a more structured handover from first contact to opportunity.
Where To Find It
Common Path: CRM > Leads > Lead List > New or Open Lead
Most users start from the Leads List, review filters such as status or assigned employee, then open an existing lead or create a new one.
Note: Exact labels can vary slightly by company setup, but the business purpose remains the same: capture the prospect clearly and assign the next action.
How It Works
A lead normally starts as an enquiry from a customer, partner, campaign, or website. The sales team reviews the details, updates the lead status, records notes, and decides whether to close it, keep nurturing it, or move it forward into an opportunity.
- Lead source helps you understand where the enquiry came from.
- Assigned employee shows who is responsible for follow-up.
- Status helps the team distinguish open, qualified, inactive, or closed leads.
- Company and contact details help future documents and communications stay accurate.
Main Areas
| Area | What It Is Used For |
|---|---|
| Lead List | Review all leads, filter by status, employee, contact, or location, and open the required record. |
| Lead Details | Store the prospect name, company, address, contact information, and general notes. |
| Qualification Area | Capture source, rating, size, budget, or other business clues that help decide whether the lead is promising. |
| Follow-Up Notes | Record what happened, what the customer asked for, and what the next step should be. |
| Related Customer Link | Use when the lead already belongs to an existing customer or should later be linked to one. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Company / Lead Name | The main identity of the prospect. | Use a clear name so users can find the record quickly. |
| Contact Name | The person your team is speaking with. | Use when communication is person-specific rather than company-only. |
| Lead Status | Shows the current stage of the lead. | Update it whenever the lead moves forward, pauses, or is closed. |
| Lead Source | Shows how the lead entered the business. | Use for marketing review and source analysis. |
| Assigned To | The employee responsible for follow-up. | Set this early so ownership is clear. |
| Budget / Size Indicators | Shows the likely business value or scale. | Use when management wants basic qualification before the deal moves forward. |
| Notes | Stores important conversation details. | Use after every meaningful call, visit, or reply. |
Recommended Workflow
- Open the Leads List and select New to create the record.
- Enter the company or lead name, contact details, and source information.
- Assign the lead to the correct employee or sales owner.
- Record qualification details such as budget, size, or rating if your process uses them.
- Save the lead and update notes as follow-up work happens.
- When the lead becomes real sales work, move it forward into the next stage used by your company.
Best Practice
- Use lead status consistently so reporting stays meaningful.
- Do not leave important leads unassigned.
- Record the source carefully because it helps evaluate marketing results.
- Update notes immediately after calls or meetings.
- Close old or inactive leads clearly instead of leaving them open forever.