Sales
Leads
Lead intake configured to your sources and qualification questions, with assignment rules so nothing waits without an owner.
What this module does
Capture, qualify and route enquiries consistently.
- Source tracking for web, campaign and referral enquiries
- Qualification checklists defined with your team
- Automatic assignment and escalation rules
- Conversion into customers and opportunities
Where it applies
Scope, fields and workflow rules are agreed during requirements and configuration.
Interface preview
Product capability preview — configuration varies by client
Response tracking
Rule based
First-touch timers
Assignment
Automated
By source, region or product
Lead queue (illustrative)
| Lead | Source | State |
|---|---|---|
| Sample enquiry 1 | Website form | New |
| Sample enquiry 2 | Referral | Qualified |
| Sample enquiry 3 | Campaign | Nurture |
Sample values shown are illustrative only and contain no real client data.
Want to see this module configured for your own process?