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Create and qualify a lead

Add a lead, move it through its statuses from New to Converted or Disqualified, and keep its history in one place.

LeadsUpdated 3 min read

A lead is someone who might buy but isn't a customer yet. Leads arrive from your forms, from imports, or you add them yourself. You find them under Customers, on the Leads tab.

The Leads list with name, company, source, status and score columns.

Add a lead

  1. Open Customers, then Leads, and select New lead. Create lead under Quick actions on Home does the same.
  2. Enter what you know. You can fill in the rest later.
  3. Save the lead.

Qualify it

A lead's status is one of New, Enriching, Ready, Contacting, Engaged, Qualified, Converted or Disqualified. Select a status on the lead's status bar to change it.

A lead record with its status bar, details, activity history and tasks.

Use the action bar on the lead to Log call, Email, Log meeting, add a Note or a Task. Everything stays on the lead's history. Not sure what to do next? Select Ask EVORIV.

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Convert a qualified lead

Turn a qualified lead into a company, a contact and an open opportunity in one step, with its history kept.

Work your pipeline

See every open opportunity by stage on the Pipeline board or as a list, and move deals forward.