Leads

The Leads module is your first line of customer acquisition. Every new prospect enters here — whether from a web form, manual entry, import, or API. You can qualify them, score their potential, and convert qualified leads into customers with full history preserved.

Leads flow through a customizable pipeline: New → Contacted → Qualified → Proposal Sent → Negotiation → Won/Lost. You can also convert leads directly into deals and customers.

Creating a Lead

• Manual entry — Click the "Add Lead" button and fill in details: name, email, phone, company, source, and estimated value.
• Import — Bulk import leads via CSV with automatic field mapping.
• API — Create leads programmatically via the REST API.
• Widget conversions — Chat widget visitors can be automatically created as leads.

Lead Scoring

Each lead has a configurable score (0–100) that helps prioritize follow-ups. Scoring is based on:

• Lead source quality (e.g., referral vs. cold email)
• Engagement level (email opens, website visits)
• Estimated deal value
• Manual adjustment by your team

Lead Statuses

• New — Freshly captured, not yet contacted
• Contacted — First outreach made
• Qualified — Meets your qualification criteria
• Proposal Sent — Quote or proposal delivered
• Negotiation — Active discussions underway
• Won — Successfully converted
• Lost — Opportunity closed without conversion
• Converted — Moved to customer/deal

Every interaction with a lead is tracked automatically:

• Calls and emails logged against the lead
• Notes and meeting logs
• Follow-up tasks with due dates
• Status change history

You can schedule follow-up activities directly from the lead detail view, with reminders for your team.

When a lead is ready, click Convert to:

• Create a Customer record with all lead information carried over
• Create a Deal in your pipeline with the estimated value
• Optionally create a Project if the deal requires delivery

After conversion, the lead is marked as Converted and linked to the resulting customer and deal records. All activity history remains accessible.