Capture and Qualify CRM Leads

Lead, customer, or opportunity?

A lead is unqualified incoming interest. A customer is the business or individual you work with. An opportunity is a potential deal being progressed through the sales pipeline. Keep a lead in Leads until there is enough information and intent to convert it.

Review incoming leads

• Table – Status (e.g. "new"), Name, Email, Company, Source (e.g. Email, a web

form), Priority (high/normal), and Created date.

• Status filter – narrow by lead status.
• Search – by name, email, or company.
• Row actions – view, convert (turn a lead into a customer/opportunity), and remove.
• Manage Forms – configure the intake forms that feed leads in.
• Add Lead – add one manually.

Qualify a lead

1. Review new leads and confirm the contact details and source.
2. Set a priority and update the status as follow-up progresses.
3. Remove spam or invalid submissions instead of converting them.
4. When the prospect is qualified, use Convert to create the appropriate customer and opportunity records.
5. Use Manage Forms to configure the intake forms that create leads automatically.