CRM leads overview

Goal

Understand how leads capture inbound interest and convert into customers (and optional opportunities).

Who it is for

Sales clerk / manager with crm.view (manage needs crm.manage).

How leads fit the cycle

1. Capture a lead (Capture lead) with name and optional company, contact, source, est. value.
2. Move lifecycle status: New → Contacted → Qualified / Unqualified (tenant display names; fixed lifecycle keys).
3. Log activities from the lead timeline; assign an Owner; optionally Route to team or Merge.
4. Convert (crm.manage): creates a customer party and, if enabled, an open opportunity. Lead status becomes Converted.
5. Do not use crm.convert for leads — that permission is for opportunity → sales quote.

Open the screen

CRM → Work → Leads (crm.view).

Related

• Find leads
• Capture a lead
• Convert and merge leads
• Lead setup
• Lead troubleshooting