Create and follow up a CRM lead
Use leads to keep an enquiry, its contact details and follow-up work together. You need permission to create or update CRM leads in the current workspace.
Open CRM > Leads and search existing enquiries before choosing the option to add a lead.
Give the lead a clear title describing the enquiry. Select the available source and type options that best match it.
Add or select the contact details and enter useful notes. Record what the person is asking for rather than putting all the information in the title.
Use Next to review the remaining sections. Complete the available assignment and custom fields relevant to your team’s process.
Select Finalise, check the review, then Submit. Open the saved lead to confirm its status and details.
As work progresses, open the lead and update its status, assignment and notes using the controls available to your role.
Keep leads useful
Use consistent statuses and sources so the list can be filtered meaningfully. Available options depend on workspace configuration. A lead is not an order: create the appropriate trading record separately when an enquiry becomes a sale.