CRM - Leads
Overview
The Leads section manages potential customers who have shown interest in your products or services. Track, qualify, and convert leads into customers.
How to Access
- Navigate to CRM in the admin sidebar
- Click on Leads
Features
Lead Management
- View all leads
- Add new leads manually
- Import leads from external sources
- Assign leads to team members
Lead Information
- Contact details
- Source/tcampaign
- Lead score
- Qualification status
- Notes and history
Lead Workflow
- Convert to Deal
- Mark as Qualified
- Mark as Disqualified
- Reassign to another user
Quick Reference
| Action | Description |
|---|---|
| Add Lead | Click New Lead button |
| Convert | Select lead and click Convert to Deal |
| Assign | Use Assign dropdown |
| Export | Select leads and click Export |