Leads

The "Leads" feature helps you manage potential customers who haven't made a purchase yet. Seamlessly create, edit, or remove leads, and keep track of all your prospects in one place to grow your customer base effectively.

Manage leads

View leads in the tenant

You need to have the privilege permissions to perform this action. (View leads)

Access Accounts menu → Leads

The Leads list displays key details like Name, Company, Mobile, Email, and Organization. Click an lead name to view details, reorder columns by dragging, or customize the displayed columns using the column config option.

Easily search and filter the lead list by name, email, mobile, or other details to quickly find what you need. If multiple search criteria are used, the system combines them to display accounts with matching attributes for all selected values.

View lead details

The Lead Details page provides a comprehensive view of lead information

Create & Convert leads

Create lead

You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)

Access to Accounts menu → Accounts
Click in the Account List
Select customer type (Company or Person)
Fill in mandatory fields
Click to add the account

Convert lead

You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)

Access to Accounts menu → Accounts
Click in the Account List
Select customer type (Company or Person)
Fill in mandatory fields
Click to add the account

Adding multiple leads

You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)

Access to Accounts menu → Accounts
Click in the Account List
Select customer type (Company or Person)
Fill in mandatory fields
Click to add the account

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Manage leads

Create & Convert leads

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