Leads
Leads
Overview
Leads refer to individuals and organizations that could potentially become customers but aren't yet 🤝. They record the interest shown and the potential in monetary terms represented by that interest 💸. Accountants, bookkeepers, and finance staff use this page to manage leads.
Navigation Path
To access the Leads page, navigate to CRM > Create Lead 📈.
Field Descriptions
The following fields are available on the Leads page:
Main Lead Fields
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| Title | Name of the lead | Text string | Required |
| Description | Brief summary of how the lead was acquired and the opportunity | Text string | Optional |
| Lead Owner | Sales rep responsible for the lead | Employee name | Required |
| Source | Sales channel that generated the lead | Lead source name | Required |
| Organization | Organization the lead comes from | Organization name | Optional |
| Contacts | Individuals to interact with when pursuing the lead | Contact names | Optional |
Opportunity Fields
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| Opportunity | Potential revenue of the lead | Numeric value (e.g., 1000.00) | Default: 0.00 |
| Probability of Sale | Chances of closing the deal | Percentage value (e.g., 50) | Default: 100 |
| Quotation | Quotation associated with the lead | Quotation number | Optional |
Time Frames
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| Reminder | Date to create an event in the calendar to remind the lead owner | Date (YYYY-MM-DD) | Optional |
| Projected Closing | Estimated date the potential deal will either be won or lost | Date (YYYY-MM-DD) | Optional |
| Status | Present state of the lead | New, Qualified, Quotation, Won, Lost | Default: New |
Actions & Buttons
- Create Lead: Click this button to create a new lead 📝.
- Record Interaction: Records an interaction with the lead 📝.
- View as Kanban: Views the leads as a Kanban board 📈.
Examples / Usage Notes
For example, you might create a lead for a potential customer who has expressed interest in your product or service. The lead would include the contact information, opportunity value, and probability of sale.
After creating leads, a lead dashboard will guide further interactions with the potential client. The main body of the dashboard lists all the interactions and tasks assigned to the lead.
Related Pages or Links
For more information on managing sales and customers, refer to the Sales and Customer Accounts articles.