Leads

Pipeline → Leads is the board of unqualified interest, before it becomes an opportunity.

The board

The columns are the lead stages — New, Active, Converted and Lost — with a count on each. A card shows the lead name, a temperature and priority chip (for example Cold, Warm; Low, Normal, High, Urgent), the owner, and a stage dropdown to move it.

Above the board: Search pipeline… and filters for Sales person, Industry, Priority, Class and Forecast, then + New Lead.

The New Lead form

Field	Notes
Name	Required.
Company	The customer company.
Partner	A partner, if the lead came through one.
Stage	Where the lead sits.
Campaign	The marketing campaign it came from.
Priority	How hot it is.
Lead source	Where it originated.
Deal class	The deal category.
Industry	The customer’s industry.
Sale person	The owner (Assign…).
No. of users	The size of the opportunity.
Description	Rich text (bold, italic, lists, headings).
Products	Add or pick a product.
Tags	Add or pick a tag.

Select Create to save. Convert a qualified lead to an opportunity with the card’s stage — see Work with leads.

See also

• Work with leads
• Create an opportunity
• Pipeline stages