Purpose
The Leads area is where new opportunities are captured, qualified, assigned, contacted, and moved through the sales pipeline.
How to use it
- Create or receive the lead.
- Confirm contact data and owner.
- Update status after each outreach step.
- Use communication tools to keep the history in the system.
- Convert when the lead is ready for customer operations.
Important habit
Keep stages current. The pipeline becomes unreliable when leads stay in the wrong status after calls, emails, or meetings.