Leads
Leads represent prospective customers who have not yet made a purchase. The lead management system helps you track potential customers through your sales pipeline.
Lead Management
Navigate to Admin > CRM > Leads to view and manage all leads. The lead list shows:
- Lead name and email
- Current status
- Date created
- Last activity
- Assigned staff member (if any)
Lead Statuses
Each lead moves through a defined set of statuses as they progress through your pipeline:
| Status | Description |
|---|---|
| New | A freshly created lead that has not been contacted yet |
| Contacted | Initial outreach has been made |
| Qualified | The lead has been vetted and shows genuine interest in purchasing |
| Converted | The lead has made a purchase and become a customer |
| Lost | The lead is no longer interested or has chosen a competitor |
Creating Leads
- Navigate to Admin > CRM > Leads.
- Click New Lead.
- Fill in the lead details:
- Name - the lead's name
- Email - contact email address
- Source - how the lead was acquired (e.g., website inquiry, referral, social media)
- Notes - any initial context about the lead's needs or interests
- Click Save.
Leads can also be created automatically when users register an account but have not yet purchased a service.
Adding Notes
Track all interactions and observations about a lead by adding notes:
- Open the lead's detail page.
- Navigate to the Notes section.
- Type your note and click Add Note.
Notes are timestamped and attributed to the staff member who added them. Use notes to record:
- Details from phone calls or emails
- The lead's specific requirements or concerns
- Follow-up tasks and deadlines
- Competitive information
Conversion Tracking
When a lead makes their first purchase, they can be marked as Converted:
- Open the lead's detail page.
- Change the status to Converted.
- The lead is linked to their customer profile in the CRM.
Conversion tracking helps you measure the effectiveness of your sales process. The CRM analytics page shows conversion rates and average time from lead creation to first purchase.
Next Steps
- Customers - managing converted customers
- Analytics - conversion rates and pipeline analysis
- CRM Dashboard - business overview