Leads

A lead is a query from a potential customer regarding their interest in your product or service. They leave their contact information by creating a request, ordering a call or specifying their email on the feedback form. After recieveing a lead from a potential customer, the agent studies the information and analizes under which conditions the lead can be satisfied. With all information given and added to the Lead form, the agent creates an opportunity.

Leads can be added automatically using the REST API (for example, when the potential customers fill in the form on the site or send an email), manually by the partner company employees on the partner portal, or you can create them manually via the agent interface.

tip

Role required: crm_marketeer, crm_admin, crm_sales, crm_manager, crm_partner_supervisor.

To create a lead, complete the steps below:

1. Navigate to CRM → Sales → Leads.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Lead form fields

General

Field	Mandatory	Description
Name	Y	Add the title of the lead.
Lead source	Y	Specify the lead source. Available options: Self-generation Email Call Chat Vendor Partner Website form Social media
Lead company name	N	The title of the interested company. The user who created a ticket fills in the field.
Company name	Y	Specify the title of the company that showed interest. The employee who processes a request fills in the field. If the company with such a name already exists in the system, you will see an error as you attempt to save the record. In this case, check the accuracy of the entered data, or clear the New company checkbox and select an existing company from the list. The field is only available if the Existing company field is empty.
Company website	Y	Specify the URL to the website of the company that showed interest. If the company with such a website already exists in the system, you will see an error as you attempt to save the record. In this case, check the accuracy of the entered data, or clear the New company checkbox and select an existing company from the list. The field is only available if the Existing company field is empty.
Company TIN	Y	Specify the company's TIN. The value must contain 9, 10 or 12 digits. If the company with such a TIN already exists in the system, you will see an error as you attempt to save the record. In this case, check the accuracy of the entered data, or clear the New company checkbox and select an existing company from the list. The field is only available if the Existing company field is empty.
New company	N	Select the checkbox if the lead is added for the company that is not added to the system.
Existing company	Y	Select the company for which the lead is added. The field is filled in by the employee processing the request. The field is only available if the checkbox New company is not selected.
Marketing campaign	N	Specify the marketing campaign that attracted the lead.
Sales direction	Y	Specify the sales direction to which the lead is related.
Service/Product	N	Specify the service or product that interested the lead.
New contact	N	Select the checkbox if the lead came from a contact that is not added to the list.
First name	Y	Specify the first name of the contact. The field is only available if the New contact checkbox is selected.
Last name	Y	Specify the last name of the contact. The field is only available if the New contact checkbox is selected.
Middle name	N	Specify the middle name of the contact. The field is only available if the New contact checkbox is selected.
Contact phone number	N	Specify the phone number of the contact. The field is only available if the New contact checkbox is selected.
Contact email	N	Specify the email of the contact. The field is only available if the New contact checkbox is selected.
Existing contact	Y	Specify the existing contact which the lead is related to. The field is only available if the New contact checkbox is cleared. If the Existing company is specified, you can only select its contacts.
Job title	N	Specify the contact job position in their company.
Customer requirements	N	Add a description of customer's demands.
Owner	N	Specify the employee responsible for the lead. You can specify only an active user.
Location (city)	N	Specify the city where the lead company is located.
Partner representative	N	Specify an employee who represents the partner company that joins the work on the lead.
Partner company	N	Specify a partner company to join the work on the lead.
Content distribution channel	N	Specify the content distribution channel the lead came from.

Lead Qualification

Field	Mandatory	Description
Goal	N	Specify what problem is going to be solved within the request, and what is wrong with the current situation.
Implementation options	N	Specify other implementation options considered by the potential customer.
Budget is set	N	Select the checkbox if the customer's budget is set.
Estimated amount	N	Specify the estimated amount of the customer's budget.
Budget	N	Specify the exact amount of the customer's budget if it is set.
Procurement procedure	N	Specify the procurement procedure used by the potential customer. Available options: Restricted internal tendering Open internal tendering Regulated internal tendering Electronic tendering Other
Decision level	N	Select who will make the decision on the lead. Available options: Contact person Manager of a contact person Top management
Terms	N	Specify the time period within which the potential customer expects to receive the solution to their query. Available options: None Month Two months Six months Year More than year
Estimated closure date	N	Specify the expected closing date of the deal. If you selected one of the options in the Terms field, the Estimated close date field is filled in automatically.
Terms (comments)	N	Add comments about the terms.
Contact person level	N	Specify the level of the contact person in the potential customer company hierarchy. Available options: None Message bearer Takes part in decision making Decides single-handedly
Decision maker	N	Specify the person that makes decisions in the potential customer company.
Influence on decision making	N	Add a detailed description of the decision maker's and other contacts' influence level on the outcome of the lead.
Competitors	N	Specify the competitor companies that the potential customer has contacted.
Selection criteria	N	Add information about the potential customer's criteria for selecting a service or product provider.
Compliance with criteria	N	Specify ways to show that you meet the potential customer's selection criteria.
Channel	N	Specify the channel used by the potential customer to contact your company or keywords used in the search.

The record contains the following related lists:

• Tasks
• Emails
• Meetings
• Phone Calls