Leads Management Guide

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

Go to Leads → Add Lead
Fill required information:

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

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

Method 2: Import Leads

Navigate to Leads → Import
Download CSV template
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

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

Open lead profile
Click "Convert to Customer"
Review information:
- Verify contact details
- Set customer group
- Add additional information
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

Business Suite