Log a lead or opportunity
Goal: Keep track of potential customers and deals so nothing slips through the cracks.
- A Lead — someone who might become a customer.
- An Opportunity — a specific deal you’re working on.
Log a lead
Section titled “Log a lead”In the sidebar, open CRM and select Lead, then + Add Lead. Enter the name, email/phone, and organization. Update the status as you talk to them.
Create an opportunity
Section titled “Create an opportunity”When a lead looks real, open it and use Create → Opportunity (or CRM → Opportunity → New). Set the expected value and update the stage as it progresses.
Convert to a customer
Section titled “Convert to a customer”When you win, create the customer (straight from the lead) and then a quotation.
You’re done when…
Section titled “You’re done when…”Your leads and opportunities are in one place with up-to-date statuses.