Sales capabilities – what they do and how they help your business

Leads

Capture and Qualify Every Potential Customer

Leads become the starting point of your sales process: capture once, qualify in one list, and move smoothly from enquiry to proposal to order and invoice. Having one lead list makes it easy to see who needs a follow-up and who is ready to turn into a proposal or client.

• Keep all enquiries and opportunities in one place so nothing slips through the cracks
• Store name, contact details, source (website, referral, event), and custom fields
• Assign leads to team members, add notes and follow-up dates
• Track status—new, contacted, qualified, or converted—so everyone knows the stage
• Filter and search leads by source, status, or date to prioritize and plan