Leads and the web form

Leads (Sales group) lists everyone who got in touch but isn't a customer yet. A lead is new until someone works it (logging a call or note moves it to working), then converted or disqualified. The list shows open leads; switch to All for converted and disqualified ones.

The web form

Turn the form on in Settings → Sales (owners and admins) and link to it from your website. Anyone can fill it in without signing in: name, email, and optionally company, phone and a message. Each submission becomes a lead with the owner you picked. It doesn't add a prospect to Customers or use a customer slot on your plan until someone converts it.

The form filters bots with a hidden field and takes at most 50 leads a day. Make a new link retires the old one. People who want to hear about new leads turn on New lead from the web form in their notification settings, and an automation can start on it too.

Work a lead

Open a lead to see its details and history. Change its owner, log calls and notes, or add a task such as "call back on Monday". Everything you log stays with the lead and moves to the customer when you convert it.

Convert a lead

Convert turns a lead into a contact at:

• a new prospect, named after the lead's company (needs permission to add customers; the plan's customer limit applies), or
• an existing customer, when the inquiry came from someone you already look after.

Revo adds the lead's email as a contact (or reuses the contact with that email), gives the customer the lead's owner as account owner if it has none, and can open an opportunity with a value and a close date in the first stage of your pipeline.

Disqualify or delete

Disqualify a lead that won't go anywhere, with a reason. It leaves the open list and stays on record; Work it again brings it back. Owners and admins can delete a lead (spam, a duplicate); a customer it became stays.