A lead is a potential customer who might be interested in your products or services.

To get the customer through the door, you may be doing all or any of the following:

  • Listing your product on directories.
  • Maintaining an updated and searchable website.
  • Meeting people at trade events.
  • Advertising your products or services.

When you send out the word that you are around and have something valuable to offer, people will come in to check out your products. These are your Leads.

They are called Leads because they may lead you to a sale. Sales executives usually work on leads by calling them, building a relationship and sending information about products or services. It is important to track all this conversation to enable another person who may have to follow-up on that contact. The new person is then able to know the history of that particular Lead.

To access the Lead list, go to:

Home > CRM > Sales Pipeline > Lead

1. How to Create a Lead

  1. Go to the Lead list and click on New.
  2. If the person represents an organization, check the 'Lead is an Organization' checkbox. Notice that when you check, the 'Company Name ' field becomes mandatory. Enter the Company Name.
  3. If the person is an individual, leave the checkbox unchecked and enter Person Name and Gender.
  4. Enter the 'Email Address'.
  5. Status is the important field in the Lead. You can set the status manually and also it wil