Sales lead Process

CRM Module> Activity> Sales Leads

A Sales Lead is a person or organisation that has shown interest in purchasing a product or service and has the authority to do so. This represents the first stage of the sales process.

The Search button allows you to open and review the details of an existing prospect.

Creating a new prospect

The Add Lead screen is used to capture and manage all relevant information for a new Sales Lead. Below is an explanation of each field and function.

CRM Module> Activity> Sales Leads

Click Add

Add Sales Lead Screen

If the customer already exists and is interested in additional business, you can either enter their name or select it from the Customer dropdown list.

General Information

Owner	The person responsible for managing and progressing the lead.
Customer	The individual or organisation interested in your product or service. If the customer already exists, select them from the dropdown list. To create a new customer, click New, which opens the Debtors Setup window. Enter the company details and select Prospect or Opportunity under the Debtor Type.
Contact Person	Displays or allows selection of the contact linked to the chosen customer.
Sales Rep	The sales representative responsible for the lead and associated commission.

Lead Details

Stage	Defines the current stage of the lead (e.g. New Lead, Qualified, etc.).
Lead Date	The date the lead was first identified.
Follow Up Date	The date scheduled for the next action or follow-up.
Est. Close Date	The expected date the sale will be finalised.
Customer Type	Indicates whether the customer is New or Existing.
Rating	Classifies the lead as Hot, Warm, or Cold based on likelihood.
Status	Specifies the current status of the lead (e.g. In Progress, Lost, Successful).
Reference	Enter any relevant reference number or identifier.
Description	Provide a brief summary of the opportunity.
Comments / Notes	Add detailed notes or additional information about the lead.

Classification Fields

Route to Market	Select how the lead was brought in (e.g. direct, partner, online).
Source	Indicates where the lead originated from.
Activity Category	Categorises the type of sales activity.
Colour Code	Assign a colour to visually identify or prioritise the lead.
Division / Region / Project	Assign organisational structure details for reporting purposes.

Financial Information

Probability (%)	The estimated chance of closing the deal.
Estimated Revenue	Expected income from the lead.
Estimated Cost	Anticipated cost associated with fulfilling the sale.
Estimated Profit	Calculated or entered expected profit.
Weighted Pipeline	A calculated value based on revenue and probability.
Available Budget	Indicates if a budget is confirmed and allows entry of the budget amount.

Tabs

Contacts Tab

Displays all contact persons linked to this Sales Lead.

Sales Leads Activity Tab

Tracks activities related to the lead.

Use the Edit button to update existing activity details (e.g. change Activity Category).

Action Buttons

Save & New	Save the current lead and open a new blank form.
Save & Close	Save the lead and exit the screen.
Save	Save changes without closing the screen.
Close	Exit the screen without saving changes.