Leads require the advanced CRM and enablement of the lead area.
Work a lead
Open CRM → Leads and select an inquiry. Review the contact, source, property interest, and owner. Add missing information and record the outcome of contact attempts as activities.
A lead represents an active prospect process. The contact remains the person; another process for that person does not require another person record.
Define the next step
Create a task with an owner and due date. Update progress and review available qualification details. Use scores as support and inspect the information behind them.
When a concrete business opportunity emerges, create an opportunity. One lead can lead to multiple opportunities, for example for different units.
Use the overview
Filter and sort the list by your current work priorities. Open a record to review its activities and tasks in context. For missing leads, check the organization, filters, module availability, and access permissions.
