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Leads

Capture, score and qualify prospects before they become deals.

Overview

A lead is an unqualified prospect. Leads arrive from web capture forms and the public API, from CSV imports, or by hand. Each gets a Fit score and an Engagement score, and can be qualified with BANT or MEDDIC.

When a lead is ready, the conversion wizard creates the account, contact and opportunity together and keeps the lineage, so you can always see where a deal came from.

When to use leads

  • You collect enquiries from a website or event.
  • You want only qualified leads to reach sales.

Step by step

In the Crm module open Pipeline in the green navigation bar, then choose Leads under Leads.
Screenshot for this step has not been captured yet — run npm run docs:flow.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • crm.lead.assign
  • crm.lead.configure
  • crm.lead.convert
  • crm.lead.create
  • crm.lead.delete
  • crm.lead.import
  • crm.lead.read
  • crm.lead.update
Next
Import Leads