Create and progress a lead
Capture a prospect, assign responsibility and move it through the sales process.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Your company’s pipeline, stages and required lead fields should be configured.
Step by step #
- Open Leads and choose Add.
- Enter the available contact/customer details and select the intended pipeline/stage.
- Set assigned users and follow-up details where available.
- Complete required custom forms and save.
- Reopen the lead to review its activity and next action.
- Use permitted actions for quotations, visits or progression as applicable.
Understand the fields #
- Pipeline/stage: position in the sales workflow.
- Assigned users: responsible team; visible choices depend on access.
- Custom fields: company-specific information.
- Follow-up: the next contact/action, not a completed visit.
Check the result #
Verify the saved stage, assignees and next follow-up. Restricted users may see only their allowed records.
If something goes wrong #
If a lead is missing, clear filters and check assignment/role access. Do not duplicate it until you have checked the existing record.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.