New Leads
A Lead is a person or organisation that has shown interest in what you sell, usually by sharing contact details. Leads sit before customers in the pipeline — you nurture them, qualify them, and convert the ones that turn into business.
Where to find it
Go to CRM > New > Leads. The form opens as a popup.
Basic Details
| Field | Description |
|---|---|
| Salutation | Mr, Ms, Dr and so on. |
| First Name / Last Name | The contact's name. |
| Company Name | The organisation they represent. |
| Email / Phone | How to reach them. At least one is what makes a lead actionable. |
| Title | Their role, which tells you whether you are speaking to a decision maker. |
| Country | Where they are based. |
Classification
| Field | Why it matters |
|---|---|
| Source | Where the lead came from — web form, referral, campaign. This is what campaign reporting groups by. See Lead Source. |
| Status | Where the lead sits in your funnel. |
| Assigned To | Who owns it. An unassigned lead is nobody's job. |
| Industry | Their sector, used for segmentation and reporting. |
Record the Source honestly on every lead. It is the only way to tell which marketing actually produces business, and a blank source makes the whole funnel report guesswork.
What happens next
- Qualify the lead and raise an Opportunity where it looks real.
- Send a Proposal — proposals can go to leads as well as customers.
- Convert the lead into a Customer when they buy.
Related pages
- Leads List — find and manage leads
- Lead View — the full record
- New Opportunity — qualifying a lead
- Integration Code — capturing leads from your website
- Leads Import — loading leads in bulk