Leads Management

Understanding Leads#

What is a Lead?#

A lead represents a potential customer who has shown interest in your products or services but hasn't yet become a customer. Common lead sources include:

• Website inquiries
• Phone calls
• Trade shows
• Email campaigns
• Social media
• Referrals

Lead Lifecycle#

Website Visitor → Lead → Qualified Lead → Opportunity → Customer

Managing Leads#

Accessing Lead Management#

Navigate to: Leads → All Leads

Creating New Leads#

Method 1: Manual Entry

1. Go to Leads → Add Lead
2. Fill required information:

Required Fields:
- First Name
- Last Name
- Email/Phone

Optional Fields:
- Company
- Position
- Address
- Source
- Status
- Notes

Method 2: Import Leads

1. Navigate to Leads → Import
2. Download CSV template
3. Format your data:

First Name,Last Name,Email,Company,Phone,Address,City,State,Country
John,Doe,john@example.com,Acme Inc,1234567890,123 Business St,New York,NY,USA

4. Upload completed CSV file

Lead Information Management#

Lead Details#

Each lead record includes:

Basic Information:
- Contact details
- Company information
- Source
- Status

Lead Statuses#

Default status options:

• New
• Contacted
• In Progress
• Qualified
• Proposal Sent
• Negotiation
• Lost
• Won

Lead Conversion#

Converting to Customer#

1. Open lead profile
2. Click "Convert to Customer"
3. Review information:
   • Verify contact details
   • Set customer group
   • Add additional information
4. Confirm conversion

Integration Capabilities#

Website Integration#

Add lead capture forms:

<!-- Example Lead Capture Form -->
<form action="your-domain/api/create-lead" method="POST">
    <input type="text" name="first_name" required>
    <input type="text" name="last_name" required>
    <input type="email" name="email" required>
    <input type="submit" value="Submit">
</form>

API Integration#

Use REST API for lead management:

Endpoints:
GET /api/v2/leads - List all leads
POST /api/v2/leads - Create new lead
GET /api/v2/leads/{id} - Get lead details
PUT /api/v2/leads/{id} - Update lead
DELETE /api/v2/leads/{id} - Delete lead