Leads and qualification

Leads at /leads represent prospects that are not yet qualified deals or established customers. The module provides a list, Kanban view, detail records, assignments, follow up metadata, lost reasons, and conversion workflows.

#Access and permissions

Reading requires the Leads module. Creating, editing, assigning, marking lost, restoring lost leads, moving to Trash, and restoring from Trash require SUPER_ADMIN or MANAGER. Authorized users can move cards through configured stages from the Kanban.

#Create and qualify a lead

1. Open /leads and select New lead, or open /leads/kanban for the board.
2. Enter the company or prospect name, contact channels, expected value, priority, owner, and stage.
3. Add notes and attribution data when known.
4. Use the Activities tab and Scheduling link to keep a next action attached to the prospect.
5. Move the lead through the configured stages as qualification progresses.

The list supports search, filters, ownership, status, score, stage, and estimated value. The Kanban is better for stage movement. The list is better for sorting, bulk archive, and detailed filtering.

#Convert a qualified lead

Open /leads/[id] and use one of the conversion actions:

1. Convert to opportunity creates a deal with expected revenue and pipeline details while preserving the source lead link.
2. Convert to client creates or links the customer contact, carries contact data and tags, and marks the lead Won.

Client conversion is idempotent. Repeating it does not create another customer for the same already converted lead.

#Mark a lead lost

Choose Mark lost and select the configured reason. Lost records remain available for reporting and can be restored by an authorized manager. Do not move a genuinely lost lead to Trash merely to hide it. Lost is a business outcome. Trash is for an unwanted or erroneous record.

Lost reasons and lead scoring are managed from the Pipeline page by authorized administrators.

#Archive and restore

Use Move to Trash for duplicates, test records, or records that should not remain active. Restore them from /leads/trash. A restored lead returns to the active list with its history intact.

#Common problems