CRM / Work with CRM

Capture and qualify leads.

Leads give your team a shared place to record early interest before it becomes an active customer relationship.

A lead record should answer four questions.

Who is interested?Record the lead name and contact details.

Which organization?Capture the company or account context.

Where did it come from?Use the source field to understand acquisition channels.

What happens next?Set the status, owner, and next activity.

When a lead is ready

Review possible matching customers and contacts, then use the conversion flow to create the related customer and deal without losing the original lead context.