Everyone who has raised a hand, and where each of them stands.
- The list shows Name, Company, Email, Status, Source, Owner and Created; filter by status, source and owner.
- New lead — contact details (title, first and last name, email, phone, fax, location), company details (company, industry, employees, annual revenue), qualification (source, requirements) and the owner. Leads that arrive through a lead capture form or email-to-lead (Settings) appear here automatically and are assigned by the lead assignment rules.
- A lead's Score is computed from the scoring rules and criteria you configure — company size, industry, engagement.
- The lead page has Overview (contact, company and qualification details), Activities, Files and History, and an Owner card.
#Converting a lead
When a lead is qualified, click Convert. Convert this lead asks for the Account name, Contact first name / last name and an optional Opportunity name. Converting creates the account and contact (and the opportunity, if named), links them, and marks the lead Converted; a converted lead cannot be converted again.