How to Add and Manage Leads

The Leads module is your mini-CRM — track potential customers from first contact through to becoming an active client. Each lead can be assigned a status, follow-up date, and responsible salesperson.

Navigating to Leads

1. Click Leads in the left sidebar.

Adding a New Lead

1. Click the + Add Lead button.
2. Name: The potential customer's full name or business name.
3. Mobile / Email: Contact details for follow-up.
4. Lead Source: Where this lead came from (e.g., Referral, Website, Walk-in, Exhibition).
5. Status: The current stage of the lead:
   • New — Just entered the system.
   • Contacted — You have reached out but not met.
   • Meeting Scheduled — A demo or meeting is planned.
   • Proposal Sent — A quotation was shared.
   • Won — The lead became a customer.
   • Lost — The lead did not convert.
6. Assigned To: Select the team member responsible for this lead.
7. Follow-up Date: Schedule a reminder for the next contact.
8. Notes: Add any relevant details from your last conversation.
9. Click Save.

Following Up on Leads

1. Use the Status filter to show only leads in a particular stage.
2. Use the Follow-up Date filter to see all leads requiring follow-up today.
3. Click a lead to open it, update the Status, add a note about the outcome of the call/meeting, and set the next follow-up date.