CRM Leads Overview

CRM Leads represent prospective customers—companies your organization is working to nurture into active customers. They provide a structured way to manage and track potential business relationships.

Key Features of CRM Leads

1. Minimal Information Required:
   • Create a Lead with just a Company Name and a Primary Contact.
   • Optionally, include additional details such as:
     • Address
     • Shipping Locations
2. Rich Data Capture:
   • Record and manage:
     • Notes
     • Attachments
     • Activities
     • Unlimited Contacts associated with the Lead
3. Seamless Conversion:
   • Once a Lead is ready to become a customer:
     • Click the Convert to Customer icon to move the Lead electronically to a Customer record.

CRM Leads provide a robust framework for managing potential customers, ensuring all relevant details are tracked while simplifying the transition from prospect to customer.