Leads
Leads represent prospective customers who have shown interest but haven't yet become contacts. Every lead moves through a status pipeline and can be converted to a contact with one click.
Lead Statuses
| Status | Meaning |
|---|---|
| New | Just entered the pipeline |
| Contacted | You've reached out at least once |
| Qualified | Budget and intent confirmed |
| Lost | No longer interested or went elsewhere |
| Converted | Turned into a Contact |
The Leads List
Go to Leads in the sidebar. The table shows name, email, phone, source, assigned user, status badge, follow-up date, and action buttons.
Filtering and Searching
- Search — filter by name or email
- Status filter — click a status tab to show only leads in that state
- Overdue badge — a red/amber badge appears on leads whose follow-up date has passed
Creating a Lead
Click New Lead (top right):
| Field | Required | Notes |
|---|---|---|
| Name | Yes | Person or company name |
| No | ||
| Phone | No | |
| Source | No | Website, Referral, LinkedIn, Cold Outreach, Event, Advertisement, Other |
| Assigned To | No | Sales user who owns this lead |
| Status | Yes | Defaults to New |
| Notes | No | Internal notes on the lead |
| Follow-up Date | No | Date picker — shows overdue badge if past |
Editing a Lead
Click Edit on any row. Change status, reassign, or update the follow-up date.
Follow-up Dates
Setting a follow-up date puts the lead on your radar:
- Today — the Dashboard "Follow-ups Due" card counts it
- Overdue — the lead row shows a red badge in the list
- Upcoming — amber badge 1–2 days before the date
Update the follow-up date each time you take action on the lead.
Lead Notes
Open a lead's detail page. The Notes panel works the same as contact notes — add timestamped notes visible to all team members.
Converting a Lead to a Contact
When a lead is ready to become a Contact:
- Open the lead detail page or click the Convert button in the list
- Click Convert to Contact
- Mini CRM splits the name into first/last, creates a new Contact with the lead's email and phone, and sets the lead status to Converted
TIP
You cannot convert a lead that is already converted or marked as Lost.
Deleting a Lead
Deleted leads go to Leads Trash. They can be restored at any time.