The Lead Document captures details about sales inquiries from prospective or existing Customers.

See Leads ⛭

You can attach and link documents, images, etc to this record. See Attachments and Links.

You can customize and add fields, see Customization.

Common actions

A common set of actions are present on most Salesorder Documents.

See Common Actions.

Lead journey

Leads travel through the Sales Funnel. Sales funnels typically have four stages:



The Lead hears or knows about you.


The Lead makes contact and asks questions.


The Lead invests quality time to explore your offer. If you qualify the Lead. The Lead becomes a Prospect.


The Prospect becomes a Customer.

The purpose of the Lead ‘master’ is to capture sufficient first contact information to enable salespeople to reach out to the contact to discover the customer’s ‘problem’, qualify the sales opportunity, and if appropriate convert the Lead to a Prospect.

Create Leads on Prospects and Customers

A Lead can be created as a stand-alone or belonging to an existing Customer.

New Leads can emerge at any stage after the original Lead was captured. You can create Leads from the Prospect and Customer masters.

Alternatively, you can assign a Lead to a Prospect or Customer by selecting a ‘trading partner’ from the select action in the Company field on the Lead master.




The company name. Either enter a new company or find an existing one using the search icon.


Brief description of the lead.


Configurable, see Leads ⛭. Use the Lead status to track the journey of the Lead.


Configurable, see Leads ⛭. Use the Lead rating to track the value of the Lead.

Rating Score

A numerical score related to the Rating to formalize categorization of leads.

Three-digit value, where for example 10 = cold, 50 = warm & 100 = hot (very interested).


Drop down field where the worker can be selected.

  • The owner of a lead is usually the Worker who created the Lead Document.

  • The ownership can be re-assigned at any time.

  • The drop down Owner field is a list of Workers that has login permission.

Date Received

The date the Lead was received.


A text field which indicates where the Lead originated. For example, Word of mouth, Conference, Newspaper etc.


A text field which indicates the marketing campaign associated with this Lead.

For example ‘Black Friday’, to indicate the campaign name.

Capture Leads from your website

You can connect external web pages to the Lead master to capture and create new Leads. See ‘Web to Lead’.

Import Leads

You can import Leads. Go to, Setup>Import Data>Leads.

Configure Lead Status


You can configure Lead ratings i.e. qualified, quote sent, quote approved, follow up etc.

Configure Lead Rating


You can set a rating on the Lead to signify the priority.

Assign Leads

You can assign Leads. See ‘Owners’.

Email Interactions

Send and receive emails from Outlook, Google, and other mail systems. Email is automatically filtered at the Customer contact level, so you only see and can send emails related to the Customer and its contacts. See ‘Email’.


Notes are tabs with free text areas on every Document including the Customer master. Notes are saved with the author (owner) and time/date stamp.

Event Tracking

See ‘Memos’.

Task Tracking

See ‘Memos'.

Find Leads

The Find Action on the Leads Lists lets you find:

  • All my Leads

  • My open Leads

  • My Qualified Leads

  • All Unassigned Leads

  • All Open Leads

  • All Qualified Leads

Where ‘My’ means you are the Owner. See ‘Owners’.

Convert Leads

You can convert Lead to a Prospect or straight to a Customer.


Delete Lead when converted

The default configuration is automatically delete the original Lead when it is converted to a Prospect or a Customer. To prevent this, go to Lead>Configure 'Delete lead when Customer/Prospect created'. - the original Lead will be preserved for future reference.

Attachments and Linking

You can upload and attach documents your Leads

See Attachments and Linking

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