Leads & Deals
Leads are unqualified prospects entering your pipeline. Once qualified, a lead can be converted into a Deal — an opportunity with a value, expected close date, and pipeline stage.
Leads
Adding a lead
- Go to CRM → Leads.
- Click + New Lead.
- Fill in the required field: Name.
- Optionally add: email, phone, company, industry, source, address, notes, assigned user, and tags.
- Click Save.
Lead fields
| Field | Description |
|---|---|
| Name | Lead's full name (required) |
| Contact email address | |
| Mobile | Phone number with country code |
| Company | Company the lead belongs to |
| Industry | Industry sector |
| Lead Source | Where the lead came from (e.g. Website, Referral) |
| Lead Score | Numeric score for prioritisation |
| Assigned To | User responsible for this lead |
| Assignment Group | User group responsible for this lead |
| Brand | The brand this lead belongs to (for multi-brand setups) |
| Stage | Current lead stage (configured in CRM Settings) |
| Tags | Labels for filtering and automation |
Lead statuses
| Status | Meaning |
|---|---|
| New | Just captured, not yet contacted |
| Contacted | Initial outreach made |
| Qualified | Confirmed fit for your product/service |
| Lost | Will not proceed |
| Converted | Converted to a deal or contact |
Lead stages
Lead stages are different from statuses — they represent your team's internal workflow (e.g. "Initial Review", "Demo Scheduled", "Proposal Sent"). Configure them in Settings → CRM → Lead Stages.
Converting a lead
When a lead is ready to progress:
- Convert to Deal — creates a deal in a selected pipeline. The lead record remains but is marked as Converted.
- Convert to Contact — promotes the lead to a full Contact record without creating a deal.
Deals
Adding a deal
- Go to CRM → Deals.
- Click + New Deal.
- Fill in: Deal Name, Pipeline, and Contact.
- Optionally set: deal amount, currency, expected close date, source, description, owner, and tags.
- Click Save.
Deal fields
| Field | Description |
|---|---|
| Deal Name | Name of the opportunity (required) |
| Pipeline | The pipeline this deal belongs to (required) |
| Contact | The company contact associated with this deal (required) |
| Individual Contact | Specific person within the company |
| Deal Amount | Estimated value of the deal |
| Currency | Currency for the deal amount |
| Expected Close Date | Forecasted close date |
| Deal Source | Origin of the deal |
| Owner | Primary owner of the deal |
| Assigned To | User assigned to work the deal |
| Tags | Labels for filtering and automation |
Moving deals through stages
- List view — use the stage dropdown on any deal row.
- Kanban view — drag and drop deals between stage columns.
Each stage can be typed as Open, Won, or Lost — affecting reports and forecasting.
Deal items
You can attach products or services to a deal as Deal Items:
- Open the deal detail page.
- Click + Add Item in the Items section.
- Select an item from your item library and set quantity and price.
Deal items help track the expected revenue breakdown per deal.
Deal notes
Attach internal notes to a deal for team context:
- Open the deal detail page.
- Click + Add Note in the Notes section.
- Notes support rich text and are visible to all users with deal access.
Linking documents
Upload and attach documents to any deal:
- Open the deal detail page.
- Click Documents → Attach Document.
- Select from your file library or upload a new file.
Filtering and sorting
Both leads and deals support:
- Search by name, email, or company
- Filter by status, stage, assigned user, brand, tag, and date range
- Sort by any column (created date, name, amount, etc.)
Tips
- Use tags to mark hot leads so you can filter and run targeted WhatsApp campaigns on them.
- Set up Automations to automatically assign leads that come in via web forms.
- Attach Estimates and Invoices from MoneyPro directly to a deal for full pipeline-to-payment tracking.