How to Add a Lead and Track Follow-Ups
In short
Go to Leads → New Lead, enter the company, contact, phone and source, and click Create Lead. Move it through New, Contacted, Qualified, Proposal, Negotiation, Won or Lost, log each call or visit with Add Activity, and click Convert to Opportunity when it is real.
| Where | Leads |
|---|---|
| Who can do it | Admin and sales. |
| Steps | 6 |
Step by step
- 1
New lead
Click Leads in the sidebar, then New Lead.
- 2
Company and contact
Enter Company Name, Contact Name and Phone (required), with Industry, Designation, Alternate Phone, Email and the address — Address, City, State and Pincode.
- 3
Lead details
Choose the Source (required): Website, Referral, Exhibition, Cold Call, Advertisement or Social Media. Add Estimated Value (₹), Assign To, Expected Close Date and Requirements. Click Create Lead; a lead number is given.
- 4
Move it through stages
On the Leads page switch to the board view and drag the card to the next column, or change the stage drop-down on the lead's own page: New, Contacted, Qualified, Proposal, Negotiation, Won or Lost.
- 5
Log every follow-up
On the lead click Add Activity. Choose the Activity Type (Call, Email, Meeting, Site Visit, Demo, Proposal Sent, Follow Up, Note or Task), enter a Subject (required), Description and Outcome, and set a Due Date, Reminder Date and Priority.
- 6
Convert it
Click Convert to Opportunity. The new opportunity form opens with the company, contact, phone, email and estimated value already filled in.
Good to know
- Export CSV on the Leads page downloads the leads you are looking at.
Common questions
Which fields are required for a lead?
Company Name, Contact Name, Phone and Source. Everything else — email, address, estimated value, assignee and requirements — can be added later from Edit Lead.
How do I set a follow-up reminder?
On the lead click Add Activity, give it a Subject and set the Due Date and Reminder Date. The activity stays in the lead's history with its outcome, so anyone picking up the lead sees what was said.
What happens when I convert a lead?
Convert to Opportunity opens the new opportunity form with the company, contact, phone, email and estimated value filled in from the lead. Once converted the lead shows a Converted badge instead of the button.
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