Track leads and convert them into customers
Record prospects, follow them through your sales stages, then convert a won lead into a customer.
CRM › Leads keeps prospects out of your customer list until they are real clients.
Add a lead
Leads › New Lead:
- Company name (required) and Contact name.
- Email and Phone.
- Status and Source (for example, referral or website).
- Owner: the user responsible for the lead.
- Notes.
Follow up
Update the status as the deal moves. Roles can see only their own leads or all leads.
Convert to a customer
Open the lead › Convert. Review the name, TIN, business style, email, phone and address, then confirm. A new customer is created and you are taken to its edit page to finish the details. You can then send a proposal or invoice from Sales.
Tip: Fill in the TIN at conversion. It is needed later for BIR service invoices.
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