CRM Leads allows administrators to manage and track potential customers in the pipeline. You can view lead information, assign leads to team members, and track conversion progress.
Overview
Leads represent potential customers who have shown interest in the business. Administrators can manage the lead pipeline, track lead sources, and monitor conversion rates.
How to Access
- Step 1: Log in as administrator
- Step 2: Navigate to CRM in the admin menu
- Step 3: Click on Leads
Prerequisites
- Administrator access required
Features
- View all leads in the pipeline
- Add new leads manually or from campaigns
- Assign leads to sales team members
- Track lead status and progress
- Record lead interactions and notes
Quick Reference
| Route | admin.crm.leads |
| Permission | admin_only |
| Category | CRM & Business Tools |