Leads Management

Leads Management#

Leads represent early-stage interest before a full contact or opportunity record is warranted. They are a lightweight capture mechanism — often sourced from web forms, marketing campaigns, events, or manual entry — and live in their own module until they are qualified and converted.

Each lead has a lead score (0–100) calculated automatically based on engagement signals: email opens, page visits, form submissions, and direct outreach. High-scoring leads appear at the top of the list and trigger alerts to the assigned rep.

Converting a lead

1. 1Open the lead record and click the Convert Lead button in the top-right.
2. 2Choose whether to create a new Contact, a new Company, or both.
3. 3Optionally create an Opportunity at the same time by checking Create Opportunity and selecting a pipeline stage.
4. 4Click Convert. The lead is marked as Converted and linked to the newly created records.

Lead assignment rules can be configured by an Admin under Settings → Workflows. You can round-robin new leads across your team, assign by territory, or route based on company size or lead score thresholds.