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Leads

Keep new enquiries apart from the pipeline and convert the good ones.

What a lead is

A lead is an enquiry you have not yet decided to work on: a walk-in asking about prices, a phone call, a message from your website. Leads stay under Leads and are not part of the pipeline or its totals.

If your company's website is built in Voltix, a contact form can be set to create a lead.

Leads
Each lead shows the contact, the source and who it is assigned to.

Add a lead

  1. 1Open Leads and click New lead. The form opens on the right.
  2. 2Enter a Title, the customer or contact name, phone, expected revenue and source.
  3. 3Click Create lead.

Convert a lead

Click Convert on the lead. It moves into the pipeline as an opportunity in the first stage, and keeps its timeline.

Click a lead to open it, for example to plan an activity or add a note before you decide. Convert to opportunity is also at the top of the open lead.