Leads Overview

Your Deiza CRM helps you track every potential customer from first contact to paying client.

What is a Lead?

A lead is anyone who has shown interest in your business:

• Filled out your contact form
• Requested a quote
• Called your business
• Emailed you

The Leads Dashboard

Navigate to Leads to see:

Lead List

• All contacts in one place
• Sortable by date, name, status
• Quick search
• Filter by status

Lead Statuses

• New: Just came in
• Contacted: You've reached out
• Qualified: Good potential customer
• Proposal: Quote/proposal sent
• Customer: They've paid you!
• Lost: Didn't convert

Lead Details

Click any lead to see:

• Contact information
• Communication history
• Notes
• Related invoices

Where Leads Come From

Leads are automatically captured from:

• Your Deiza website contact forms
• Quote request forms
• Email inquiries (with email integration)

You can also add leads manually.

Lead Notifications

Get notified instantly when:

• A new lead comes in
• A lead responds
• A quote is accepted