# Leads

See [Leads ⛭](https://helpwith.salesorder.com/setup/configuration/leads)

{% hint style="info" %}
You can attach and link documents, images, etc to this record. See [Attachments and Links](https://helpwith.salesorder.com/organizer/attachments-and-linking).

You can customize and add fields, see [Customization](https://helpwith.salesorder.com/customization).
{% endhint %}

### Common actions

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

See [Common Actions](https://helpwith.salesorder.com/common-actions).

### Lead journey <a href="#mqc7la6yy36h" id="mqc7la6yy36h"></a>

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

<table><thead><tr><th width="180.30978341018357">Stage</th><th>Notes</th></tr></thead><tbody><tr><td>Attention</td><td>The Lead hears or knows about you.</td></tr><tr><td>Engagement</td><td>The Lead makes contact and asks questions.</td></tr><tr><td>Investment</td><td>The Lead invests quality time to explore your offer. If you qualify the Lead. The Lead becomes a Prospect.</td></tr><tr><td>Conversion</td><td>The Prospect becomes a Customer.</td></tr></tbody></table>

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 href="#id-1ln3y3snrtb0" id="id-1ln3y3snrtb0"></a>

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.

### Fields

<table><thead><tr><th>Field</th><th>Notes</th><th data-hidden></th></tr></thead><tbody><tr><td>Company</td><td>The company name. Either enter a new company or find an existing one using the search icon.</td><td></td></tr><tr><td>Description</td><td>Brief description of the lead. </td><td></td></tr><tr><td>Status</td><td>Configurable, see <a href="../setup/configuration/leads">Leads ⛭</a>. Use the Lead status to track the journey of the Lead.</td><td></td></tr><tr><td>Rating</td><td>Configurable, see <a href="../setup/configuration/leads">Leads ⛭</a>. Use the Lead rating to track the value of the Lead.</td><td></td></tr><tr><td>Rating Score</td><td><p>A numerical score related to the Rating to formalize categorization of leads.</p><p>Three-digit value, where for example 10 = cold, 50 = warm &#x26; 100 = hot (very interested).</p></td><td></td></tr><tr><td>Owner</td><td><p>Drop down field where the worker can be selected.</p><ul><li>The owner of a lead is usually the Worker who created the Lead Document.</li><li>The ownership can be re-assigned at any time.</li><li>The drop down Owner field is a list of Workers that has login permission.</li></ul></td><td></td></tr><tr><td>Date Received</td><td>The date the Lead was received.</td><td></td></tr><tr><td>Source</td><td>A text field which indicates where the Lead originated. For example, Word of mouth, Conference, Newspaper etc.</td><td></td></tr><tr><td>Campaign</td><td><p>A text field which indicates the marketing campaign associated with this Lead.</p><p>For example ‘Black Friday’, to indicate the campaign name.</p></td><td></td></tr></tbody></table>

### Capture Leads from your website <a href="#ss389akhmw0d" id="ss389akhmw0d"></a>

You can connect external web pages to the Lead master to capture and create new Leads. See ‘[Web to Lead](https://helpwith.salesorder.com/setup/web-to-lead)’.

### Import Leads <a href="#glm8dnklvjeq" id="glm8dnklvjeq"></a>

You can import Leads. Go to, <mark style="color:orange;">Setup>Import Data>Leads</mark>.

### Configure Lead Status <a href="#csqmr1tf568k" id="csqmr1tf568k"></a>

<mark style="color:orange;">Lead>Configure</mark>

You can configure Lead ratings i.e. qualified, quote sent, quote approved, follow up etc.&#x20;

### Configure Lead Rating <a href="#xv4p5y5n471n" id="xv4p5y5n471n"></a>

<mark style="color:orange;">Lead>Configure</mark>

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

### Assign Leads <a href="#uv4ks2hj0be8" id="uv4ks2hj0be8"></a>

You can assign Leads. See ‘[Owners](https://helpwith.salesorder.com/company/workers-and-users/owners)’.

### Email Interactions <a href="#nvqcgr209hie" id="nvqcgr209hie"></a>

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](https://helpwith.salesorder.com/organizer/email)’.

### Conversations <a href="#id-7xsnus9293q0" id="id-7xsnus9293q0"></a>

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 <a href="#njcw149x15aa" id="njcw149x15aa"></a>

See ‘[Memos](https://helpwith.salesorder.com/organizer/memo)’.

### Task Tracking <a href="#oausc2yzrjdo" id="oausc2yzrjdo"></a>

See ‘[Memos](https://helpwith.salesorder.com/organizer/memo)'.

### Find Leads <a href="#id-4htuqvivu56u" id="id-4htuqvivu56u"></a>

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](https://helpwith.salesorder.com/company/workers-and-users/owners)’.

### Convert Leads <a href="#mbruqet3m6f4" id="mbruqet3m6f4"></a>

You can convert Lead to a Prospect or straight to a Customer.&#x20;

<mark style="color:orange;">Lead>Actions</mark>

### Delete Lead when converted <a href="#r5v1dlq2cnf9" id="r5v1dlq2cnf9"></a>

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

### Attachments and Linking

You can upload and attach documents your Leads

See [Attachments and Linking](https://helpwith.salesorder.com/organizer/attachments-and-linking)