Leads

The Leads module is the starting point of your client acquisition pipeline. Every prospective client enters the CRM as a lead. This guide covers creating, managing, qualifying, and converting leads.

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Creating a Lead

1. Navigate to Leads in the left sidebar.
2. Click + New Lead in the page header.
3. Complete the lead form:

Field	Required	Notes
Name	Yes	Full name of the contact person
Email	Yes	Primary email address
Phone	Yes	Include country code for international leads
Company	No	Organisation or business name
Source	Yes	How they found you (see source options below)
Status	Yes	Defaults to new
Notes	No	Intake details, requirements, or context

Lead source options

Source	When to use
website	Submitted via website contact/intake form
referral	Referred by an existing client or contact
social_media	LinkedIn, Instagram, Facebook, or similar
email_campaign	Responded to a marketing email
cold_outreach	You initiated the contact
event	Met at a conference, meetup, or event
other	Anything not listed above

1. Click Create Lead.

A new_lead notification is broadcast to all admins when a new lead is created.

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Viewing the Leads List

Navigate to Leads to see all leads in a sortable table.

Columns

Column	Description
Name	Lead full name (click to open detail)
Company	Company name (if provided)
Email	Primary contact email
Source	How they found you
Status	Current pipeline stage
Created	Date the lead was added
Last Updated	Date of most recent change

Filtering leads

Filter	Options
Status	All, New, Contacted, Qualified, Proposal Sent, Converted, Lost
Source	All source options
Date range	Filter by creation date
Search	Filter by name, email, or company

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Editing a Lead

1. Click on the lead's name to open its detail page.
2. Click Edit (pencil icon) in the page header.
3. Update the fields as needed.
4. Click Save Changes.

All changes are timestamped automatically.

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Lead Statuses

The lead status reflects where a prospect is in your pipeline. Update it as the relationship progresses.

Status	Meaning	Typical next action
new	Just created, not yet contacted	Assign to team member, initiate outreach
contacted	First contact made	Follow up, qualify the need
qualified	Confirmed interest and budget fit	Prepare and send proposal
proposal_sent	Proposal delivered to the lead	Follow up on proposal; update once they respond
converted	Lead became a paying client	Convert to client record
lost	Lead went cold or chose another provider	Log reason in notes

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Converting a Lead to a Client

When a lead agrees to move forward, convert them to a client record.

1. Open the lead's detail page.
2. Click Convert to Client (button in the page header or actions menu).
3. A client creation form pre-fills with the lead's details. Review and fill in any missing fields:
   • Company name
   • Billing address
   • Assigned manager
4. Click Create Client.

The lead's status is automatically set to converted. The original lead record is preserved for historical reference.

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Deleting a Lead

To delete:

1. Open the lead's detail page.
2. Click the Actions menu (three dots).
3. Select Delete Lead.
4. Confirm the deletion.

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Notifications for New Leads

When a new lead is created (manually or via a website form integration), all admin users in the tenant receive a new_lead notification:

• Title: New lead received
• Body: The lead's name
• Link: Directly to the lead detail page

This ensures no new inquiry goes unnoticed, even if you are not logged into the CRM at the moment.