Leads

A lead is a possible customer you have not yet qualified — someone who enquired, a name from an event. When a lead becomes real business, you turn it into an account, a contact and an opportunity.

Where to find it

Select Leads in the sidebar. The list shows each lead with its campaign and lead pool.

What you can do

Select New lead to record a lead.
Open a lead to update it, add activities and follow it up.
Convert a qualified lead into a customer.
Group leads by Campaign or Lead pool — see Campaigns and pools.

This page is a summary. A full guide for Leads will follow.