1
Click + New Lead
The button is at the top right of the Leads list. A small window opens on top of the list.
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Add a lead
Do this when an enquiry arrives and you want to keep track of it before it becomes a deal.
2
Start typing in Account
Type part of the company name. Matching accounts appear under the field.
3
Click the account in the list
The name moves into the field. Use the small × to pick another one.
4
Type the Title
Say what the enquiry is about in a few words.
5
Choose the Source
The list has Direct, OEM Referral and AMC.
6
Click Save
Cancel closes the window without saving.
Find a lead and turn it into a deal
Do this when a lead is ready to be worked as a sales deal.
1
Click a status
The buttons at the top are New, Inspecting, Quoted, Won and Lost, each with a count. The list shows only that status.
2
Type in Search lead title or account...
Use it with a status or alone.
3
Click Filter
The list updates to the matches.
4
Check the Status
The status shows as a tag on the row. This list has no control to change it.
5
Click → Deal
One click creates a deal from the lead and opens the deal page. The button reads Converting… while it works. If it fails, a short message appears under the button. This guide does not click it.
