Leads
Capture prospects, rate and assign them, work them on a board or in a table, and convert the good ones into deals.
Add a lead#
Open Leads and press Create Lead. Only the name is required. The rest helps you decide whom to call first:
| Field | What it is for |
|---|---|
| Status | New, Contacted, Qualified, Converted or Lost. |
| Rating | Hot, Warm or Cold: how likely the lead is to buy. |
| Source | Where it came from: Web, Referral, Advertisement, Trade Show, Cold Call, Partner or Other. Reports use it to show which sources convert. |
| Assignee | Who is responsible. Leads with no assignee can be found with the Unassigned filter. |
| Contact and company | Link to an existing contact or company, or just type the names. |
| Email, phone | Checked for a sensible format. Two leads (or contacts) cannot share one email address. |
| Jira work item | Optional. See Linking to Jira. |
| Custom fields | Any fields your administrator added. |
A lead can also carry products, the things the prospect asked about. They carry over when you convert.
Board and table#
Switch between Table and Kanban with the buttons above the list. The board has a column per status: drag a card to another column to change its status. Each column shows its first 25 cards and says how many more there are. The table has sortable columns (click a heading) and the same quick filters as everywhere: see Search, filters and saved views. The tiles above the list, such as My Leads and Unassigned, are filters too.
Converting a lead#
Open the lead and press Convert to Deal, then confirm. The app:
- creates a deal in the first stage of your pipeline (New unless your administrator changed it), with an amount equal to the lead's products;
- uses the lead's contact and company if they are linked, or finds a company with the same name and a contact with the same email, or creates a new contact and company from the names on the lead;
- carries over the lead's products;
- marks the lead Converted and links the two records both ways.
The lead's card then shows the Converted deal, and you can open it from there.
Losing a lead#
Set the status to Lost, or drag the card to that column, and choose a reason: Unqualified, No Response, Not Interested, Duplicate, Wrong Contact or Other. Reports count lost leads by reason, so a vague "Other" is a missed chance to learn something.