Leads & Deals

Capture prospects as Leads, qualify them, and convert to Contacts and Deals tracked through your sales pipeline.

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Table of Contents

1. Leads
2. Lead Sources
3. Converting Leads
4. Deals
5. Pipeline Board (Kanban)
6. Automatic Lead Capture
7. Best Practices

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Leads

Accessing Leads

CRM → Leads or /admin/leads

Lead Statuses

Status	Description
New	Just captured, not yet contacted
Contacted	Initial outreach made
Qualified	Meets criteria for conversion
Unqualified	Does not fit — archive or delete
Converted	Converted to contact/deal

Creating a Lead Manually

1. Click Create Lead
2. Enter contact info: name, email, phone, company
3. Set Source (Website Form, Referral, Cold Call, etc.)
4. Optional: budget, timeline, description, score (0–100)
5. Assign Owner
6. Click Save

Lead List Features

• Filter by status, source, and owner
• Search by name, email, company
• Status badges for quick scanning
• Bulk actions for assignment

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Lead Sources

Default sources (seeded on install):

• Website Form
• Referral
• Cold Call
• Social Media
• Event
• Import
• Other

Manage sources via the database seeder or add custom sources as needed. Each lead tracks its source for reporting.

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Converting Leads

One-Click Conversion

1. Open a lead (/admin/leads/{id})
2. Click Convert Lead
3. Configure conversion options:
   • Create new Contact (or link existing by email)
   • Create new Deal in default pipeline
   • Set deal title, value, and expected close date
4. Confirm conversion

What Happens on Conversion

• Lead status → Converted
• Contact created or linked (by email match)
• Deal created in the first pipeline stage (if selected)
• converted_contact_id and converted_deal_id stored on lead
• Lead remains visible for history

Permissions

Requires the convert leads permission.

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Deals

Accessing Deals

• Table view: CRM → Deals (/admin/deals)
• Kanban view: CRM → Pipeline Board (/admin/deals-kanban)

Creating a Deal

1. Click Create Deal
2. Enter:
   • Title (required)
   • Contact (required)
   • Account (optional)
   • Pipeline and Stage
   • Value and Currency
   • Expected Close Date
   • Owner
   • Description
3. Click Save

Deal Statuses

Status	Description
Open	Active opportunity
Won	Closed successfully (moved to won stage)
Lost	Closed unsuccessfully (moved to lost stage)

Won / Lost

When a deal moves to a Won or Lost stage:

• Status updates automatically
• Actual close date is recorded
• Team receives a notification (deal won)
• Outbound webhook fires (if configured)
• Dashboard metrics update

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Pipeline Board (Kanban)

Using the Board

1. Go to CRM → Pipeline Board (/admin/deals-kanban)
2. Select a pipeline (default: Sales Pipeline)
3. Deals appear as cards in stage columns
4. Drag and drop cards between stages to update progress

Card Information

Each deal card shows:

• Deal title
• Contact name
• Deal value
• Expected close date
• Owner avatar

Stage Move Effects

• Stage probability updates deal forecast
• deal_stage_changed notification sent to owner
• Moving to Won/Lost triggers status change and webhooks

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Automatic Lead Capture

Leads are created automatically without admin action:

Source	Trigger
Contact form	Visitor submits /contact
Service inquiry	Visitor requests a service
Quote request	Client submits quote form
Public API	POST /api/public/leads
Webhook	POST /api/public/webhooks/leads

All captured leads appear in CRM → Leads with the appropriate source.

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Best Practices

1. Respond to new leads within 24 hours — Set up notifications for lead_assigned
2. Score leads — Use 0–100 score to prioritize follow-up
3. Convert when qualified — Don't let leads sit in "New" too long
4. Keep pipeline current — Move deals on the Kanban board after every customer touchpoint
5. Log lost reasons — Helps improve qualification criteria

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Related Documentation

• CRM Overview
• Pipelines & Activities
• Reports & Integrations
• API Documentation

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Last updated: June 2026