Record a sales lead
Capture a prospect and assign the next commercial owner.
Before you begin
- Company CRM edit permission.
- Who it is for
- company user with module permission
- Where to find it
- Lead-uri
Step by step
Open Lead-uri
Select the relevant company or account, then open «Lead-uri».
Enter the lead
Fill «Lead», company, email, phone and source.
Qualify the opportunity
Choose status, estimated value, currency and responsible user; add context in notes.
Save the lead
Select «Adauga lead».
Plan the follow-up
Review the lead in the list and continue to communication or pipeline when appropriate.
Check the result
A lead with ownership, status and an estimated commercial value.
If something is missing
If editing is disabled, check the active company and your permission for this module. Resolve the validation message shown in the form before submitting again.
Availability depends on your role, enabled modules, country and company configuration.
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