Leads

Who can do thisCRM UserCRM Administrator

A lead is an enquiry you qualify before it becomes a customer and a deal: "Enquiries being qualified, before they become customers and deals."

The Leads list

• Chips Open (the default), Converted, Disqualified and All. Open covers New, Contacted and Qualified.
• The list is Newest first, with columns Lead, Person, Source, Score and Status. Load more loads more.

Capture a lead

1. Click New lead.
2. Type a Title (required), such as "IT support for 25 employees".
3. Optionally type a CVR and click Look up. The CVR register fills in the company name only ("Filled in from the CVR register."). If the CVR already belongs to a customer, you see "Already a customer: {name}".
4. Fill in Company, Person, Email, Phone, Source (from the workspace's lead sources) and Score (0 to 100; blank counts as 0).
5. Click Create lead.

The lead form has no owner box. The form also warns that the person leaves the lead when it is converted; see Converting a lead.

Qualify or disqualify

On the lead page, the Status card moves the lead:

• Mark as contacted and Mark as qualified.
• Disqualify, with an optional Reason for disqualifying.
• Reopen brings a disqualified lead back to New.

A lead becomes Converted only by converting it. Edit changes the lead's fields until then; a converted lead cannot be changed.

If the CVR lookup fails

• "The CVR register has no company with that number."
• "The CVR register is not taking more lookups right now. Fill in the company yourself."