Leads represent potential customers who have not yet converted. You can track them through a customisable pipeline, schedule reminders, send proposals, and convert them into full customer accounts.
Creating a Lead
- Navigate to CRM → Leads and click New Lead.
- Fill in the lead details.
- Click Save.
Lead Fields
| Field | Description |
|---|---|
| Name | Lead contact name (required) |
| Company | Organisation the lead belongs to |
| Primary email address | |
| Lead Source | Where the lead came from (website, referral, cold call, etc.) |
| Status | Current pipeline stage |
| Assigned To | Staff member responsible for this lead |
| Lead Value | Estimated deal value |
Lead Kanban Board
AlgoSphere provides a Kanban (board) view for leads at CRM → Leads → Board View. Drag and drop leads between pipeline stages directly on the board.
Scheduling Reminders
Open any lead and click the Reminders tab to schedule follow-up reminders. Staff will receive both in-app and email notifications at the set date and time. Requires a working cron job.
Converting a Lead to Customer
When a lead is ready to convert, open the lead record and click Convert to Customer. AlgoSphere creates a new customer account pre-filled with the lead's data.
Use the Web to Lead Form to capture leads automatically from your website. See the Web to Lead Form setup guide.