Leads
A Lead is a potential business opportunity — a company or contact that could become a client. The Leads area helps agency teams track opportunities from first interest to won business.
Open CRM → Leads.
🖼️ Screenshot: The Leads list with columns for lead name, company, owner, stage, and value.
Adding a lead
- Open CRM → Leads.
- Select Add Lead.
- Enter the details — company/contact, source, estimated value, and owner.
- Set the lead stage (for example New → Qualified → Proposal → Won/Lost).
- Save.
You can also import leads from a spreadsheet where supported — see Adding & importing records.
Working leads
- Move a lead through its stages as it progresses.
- Log notes, tasks, and activities against the lead so follow-ups aren't missed. See Notes, tasks & files.
- Assign an owner so responsibility is clear.
Converting a lead
When a lead is won, convert it into a Client / Company with Contacts, then create vacancies against it. See Companies & contacts.
:::tip Keep the pipeline current Update lead stages as they change so your business-development reports reflect reality — the same discipline you apply to the candidate pipeline. :::