CRM Leads
CRM Leads represent potential contacts who have not yet been qualified. Leads follow a lifecycle from initial capture through qualification to conversion into a full Contact and optionally an Account.
Lead Grid
The grid displays all leads for the current tenant with columns for name, email, phone, company, status, source, and assigned agent. Server-side paging is enabled for large datasets.
Activity Timeline Badge
Each lead row shows an Activities badge with the count of related activities. Click the badge to open the lead’s activity timeline.
Lead Statuses
| Status | Description |
|---|---|
| New | Freshly captured, not yet contacted |
| Contacted | Initial outreach has been made |
| Qualified | Confirmed as a genuine prospect |
| Converted | Promoted to a Contact (and optionally an Account) |
| Lost | Did not convert, no longer pursuing |
Create/Edit Lead
Basic Information
| Field | Description |
|---|---|
| First Name | Lead’s first name (required) |
| Last Name | Lead’s last name (required) |
| Email address | |
| Phone | Phone number |
| Company | Company or organization name |
Classification
| Field | Description |
|---|---|
| Source | How the lead was acquired: Web Form, Referral, Trade Show, Cold Call, Website, Import, API, Manual, Social Media |
| Status | Current lifecycle status (see above) |
| Assigned To | Agent or user responsible for this lead |
| Tags | Multiple tags for categorization |
Notes
Free-text area for additional information.
Custom Fields
If Custom Fields have been defined for leads, they appear in a collapsible “Custom Fields” section at the bottom of the form.
Lead Conversion
When a lead is qualified, it can be converted into a Contact. During conversion:
- A new Contact is created with the lead’s information
- Optionally, a new Account is created from the lead’s company name
- The lead’s status is set to “Converted” and linked to the new contact
- An activity record is logged documenting the conversion