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Leads

Where: Customers → Leads

Go to Customers → Leads. Every enquiry from the storefront contact form lands here automatically as a lead with source storefront_form — no copy-pasting from an inbox.

Figure: CRM → Leads — storefront enquiries land here; convert to customer + opportunity

CRM → Leads — storefront enquiries land here; convert to customer + opportunity

  1. To add one by hand, press “New lead” and fill in: Source (manual / storefront_form / rfq / import / referral), Company name, Contact name, Email, Phone. (When editing, a Status field appears: new / qualified / disqualified.)
  2. When a lead is real, press “Convert” on its row. The toast confirms both artifacts: “Converted — Customer #N + opportunity created”. The button greys out once converted.