Leads are the start of the sales pipeline: potential customers and needs before a formal quote.
How to open: Sales → Leads
Campaigns: sales desk tab Campaigns (if visible)
Why use leads
- gather new contacts and enquiries in one list
- track status (e.g. new, in progress, won, lost)
- create a quote from a lead
- share work across the sales team
What you can do
- Open Leads.
- Add new / create a lead — fill in company or contact, source, notes.
- Filter by status, owner, or search.
- Open the lead detail — edit data, add activities / notes.
- When the customer is ready for a price: create / convert to a quote.
- Close or mark the lead as won / lost when the process ends.
Campaigns
Purpose: group leads into a campaign, send emails, and track replies.
- Sales desk → Campaigns.
- Create a campaign, add leads / contacts.
- Compose and send the email.
- Track who opened / replied (depending on setup).
Campaigns do not replace quotes or invoices — they support starting the sale.