Overview
Capture early sales interest before it becomes a confirmed deal.
Main purposeCapture early sales interest before it becomes a confirmed deal.
Important areasLead list, lead details, lead rate, status, owner, qualification, conversion, comments, activity.
Business valueSales teams can track first contact, ownership, quality, and conversion without losing early enquiries.
Where To Find It
Common Path: Sales > Leads
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- A lead records a person or company that may become a customer.
- Lead status tracks whether the enquiry is new, contacted, qualified, lost, converted, or canceled.
- Qualified leads can be converted into deals when the opportunity is ready for pipeline management.
Main Areas
| Area | What It Is Used For |
|---|---|
| Lead list | Review and filter all leads. |
| Lead details | Shows personal, company, owner, rate, status, and notes. |
| Related task and schedule actions | Create follow-up work from the lead detail page. |
| Lead comments and activity | Tracks discussion and audit history. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Lead number | Optional or auto-generated lead reference. | Use the automatic value unless your process needs a specific number. |
| First and last name | Prospect identity. | Required so the lead is searchable. |
| Prospect email address. | Required for clear communication. | |
| Lead rate | Hot, warm, or cold. | Use to show urgency and quality. |
| Lead status | New, contacted, not contacted, qualified, unqualified, converted, lost, junk, or canceled. | Update after every meaningful change. |
| Owner | Responsible sales user. | Set early so follow-up is clear. |
Recommended Workflow
- Search existing leads and contacts before creating a new lead.
- Create the lead with name, email, company, rate, status, owner, and description.
- Assign follow-up using a task or calendar event.
- Update status after the first response or qualification decision.
- Convert the lead to a deal only when there is a real sales opportunity.
Best Practice
- Use Hot only when immediate sales action is justified.
- Do not leave qualified leads without an owner or next action.
- Use comments for sales context that should remain with the record.
Troubleshooting
- If conversion is unavailable, check that you can edit leads and create deals.
- If owner changes are disabled, your role may not have assign-owner permission.
- If the lead number is blank, QCRM may generate it from number sequence settings.
FAQ
When should I convert a lead?
Convert when the customer has a real opportunity that belongs in the sales pipeline.
What is the difference between lead rate and status?
Rate describes quality or urgency. Status describes the current process stage.