Leads

The Leads app allows users to create and manage potential business opportunities. Leads help track initial customer interest before they turn into deals.

Lead Management

Leads Feature	Description
Lead Overview	Overview of lead stages in the pipeline.
Adding New Leads	How to add and assign new leads.
Updating Lead Information	Editing lead details like contact info and status.
Lead Status Tracking	Updating lead status in the sales process.
Lead Conversion	Steps to convert a lead into a deal.

Lead Attributes

Attribute	Description	Example
Lead Identifier (Auto-generated)	A unique identifier automatically assigned to each lead. Cannot be changed.	LD-00123
Title (Required)	A brief description of the lead. The main purpose or focus of the opportunity.	Website Redesign
Customer (Dropdown)	Select an existing customer from the list.	ABC Corp
Contact Person (Dropdown)	Select an existing contact associated with the chosen customer.	John Doe
Price (Optional)	Estimated value of the lead.	€5,000
Currency (Default: Euro)	The currency for the lead value. Can be changed later in settings.	USD
Assigned User (Auto-assigned)	The user responsible for managing the lead. Set automatically.	User Name
Expected Close Date (Optional)	The estimated date when the lead might be converted into a deal.	2025-04-15
Source Channel (Optional)	The origin of the lead, such as referral, website inquiry, or trade show.	Website Inquiry
Tags (Optional)	Labels for categorizing leads. Default options: Important, Partner, Needs Review.	Important
Notes (Optional)	Additional comments or context about the lead.	Customer is looking for a fast turnaround.

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