CRM & Service · 6 STEPS
CRM leads: Capture, qualify and convert
Give each enquiry an owner, next action and clear outcome.
Before you begin
- Lead-management permission
- Lead sources and fields
- Follow-up responsibilities agreed
FOLLOW THE WORKFLOW
Step-by-step instructions
Complete and verify each stage before continuing.
- 01
Configure sources and forms
Review applicable lead source settings, public forms or embedded capture options. Collect only information you need and have authority to use.
- 02
Create or import leads
Enter enquiries in the CRM or import through the provided workflow. Review duplicates and contact details.
- 03
Assign ownership
Set the responsible employee or role and a meaningful next action.
- 04
Track progress
Update status or pipeline fields when supported; add notes recording responses and commitments.
- 05
Convert qualified enquiries
Use the supported lead conversion workflow so verified customer data is carried forward without needless duplicates.
- 06
Review lead reports
Examine follow-ups, sources, conversion outcomes and overdue activity using the available CRM reports.
Final verification checklist
- Lead has an owner
- Duplicate customer records are avoided
- Next action and status are clear