Leads
A lead is a potential customer you are still working to win. Leads are the entry point to your pipeline.
#What it is
Leads capture interest from forms, imports, or manual entry, and hold the details you need to qualify and follow up before a deal is created.
#Key capabilities
- Capture leads from website forms, import, or manual entry
- Qualify leads against your criteria
- Assign an owner and next follow-up
- Convert a qualified lead into a deal
#How to use it
1
Capture the lead
Let a form, import, or teammate add it to CRM.
2
Qualify it
Assess fit and interest, and record what you learn.
3
Convert or nurture
Create a deal when there is real interest, or schedule a follow-up.
Tip
Define what makes a lead qualified so your team and the Sales Agent prioritize consistently.
#Related AI departments
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