Leads
The Leads section helps you record, organize, and qualify potential business opportunities from the first contact until they are closed or converted into deals.
Key capabilities
- Lead details: Store contact information, customer and contact links, source channel, notes, expected value, currency, and expected closing date.
- Workflow tracking: Follow each lead through configurable workflow steps and keep upcoming activities visible.
- Lead scoring: Assign a score that helps the team compare and prioritize opportunities.
- Ownership: Assign an owner, manager, and team, or share the lead with additional users.
- Related work: Connect activities, tasks, documents, tags, and history entries to the lead.
- Deal conversion: Create a linked deal from a qualified lead and copy its main customer, contact, value, ownership, source, and closing-date information.