Record and follow leads
A lead is a contact who has expressed interest and is being followed up. The module depends on the plan and permissions.
- Open Leads and select Novo lead (new lead).
- Enter the contact details and source using the fields shown.
- Choose Criar lead (create lead) and follow the card on the board.
- Use search to find a contact; open the card to review or update details.
When conversion is available, check the details before selecting Converter em cliente (convert to client). First check whether the person already has a record.