Lead statuses
A lead moves through: New → Contacted → Qualified → Converted / Lost. Update the status from the lead's row or detail view as you work it. A coloured status pill makes the list scannable.
Convert
When a lead is worth pursuing, use Convert from the lead's row actions. Converting:
- keeps a Contact for the person (and links a Company if there's one)
- creates a Deal in the pipeline so it can be forecast and worked
The lead's status becomes Converted and it drops out of your active-lead list.
Lost
Mark a lead Lost when it's not going anywhere, so it stops cluttering the pipeline but stays on record.
Where leads come from
Most leads arrive from a form — a "Contact us", "Request a demo", or "Get a quote" form with a CRM workflow step set to create a Lead. New leads can be assigned automatically.