How to Manage CRM Leads and Convert to Deals

Capture prospects, log activities, and convert qualified leads to contacts and pipeline deals.

Step 1. Open CRM → Leads and click New Lead (or receive one from a web form).
Step 2. Set source (Website, Referral, Phone, etc.) and progress status: New → Contacted → Qualified.
Step 3. Log activities from the lead detail page as you engage the prospect.
Step 4. When qualified, open Convert Lead to create linked contact, account, and/or deal records.
Step 5. Move the deal through pipeline stages and close won or lost; optionally generate an accounting invoice when winning.

Tips

Use CRM → Form Builder to embed lead capture forms on your website.
CRM workflow automation uses Business Automation — there is no separate CRM-only workflow UI.