Create leads (from email or manually)

Leads can enter the CRM system through multiple channels, including dedicated email aliases and manual entry. These methods work alongside leads captured via the website contact form, ensuring no potential opportunity is missed.

Before using these features, make sure Leads are enabled. Navigate to CRM app ‣ Configuration ‣ Settings, activate the Leads option, and click Save.

Configure email aliases

Each sales team can have its own email alias. Any message sent to this address is automatically converted into a lead (or opportunity), capturing key details from the email.

To configure an email alias:

1. Go to CRM app ‣ Configuration ‣ Sales Teams

2. Select a team to open its settings

In the team configuration:

• Enter or update the alias name in the Email Alias field

• Define who can send emails using the Accept Emails From setting

Available options include:

• Everyone: accepts emails from any sender

• Authenticated Partners: only from existing contacts/customers

• Followers only: only from followers of related records or team members

• Authenticated Employees: restricted to internal employees

Leads created from email

When an email is received through the alias, a new lead is automatically created.

To view these leads:

• Navigate to CRM app ‣ Leads

• Open a record to review its details

The original email is stored in the activity thread (chatter). Typically:

• The email subject becomes the lead title

• The sender’s email is captured in the Email field

Note

If the Leads feature is disabled, incoming emails will create opportunities instead of leads.

Manually create leads

You can also create leads directly within the CRM.

1. Go to CRM app ‣ Leads

2. Click New to open a blank form

Enter the following details:

• Lead title

• Contact name

• Company name

Tip

Leads can also be generated using automated tools such as lead generation features.

Note

When a lead is later converted into an opportunity, the Company Name is used to either link to an existing customer or create a new one.

Manually create opportunities

Opportunities can also be created directly without going through the lead stage.

1. Navigate to CRM app ‣ Sales ‣ My Pipeline

2. Click New to create a new opportunity card

Fill in the key details:

• Organization/Contact: the company or person

• Opportunity: a descriptive name (required)

Example

A name like 5 VP Chairs clearly indicates both the product and quantity being discussed.

Add additional information such as:

• Email and phone number

• Expected revenue (estimated deal value)

Note

Expected revenue and priority levels help measure performance at both individual and team levels.

Assign a priority using the star indicators:

• Low priority

• Medium priority

• High priority

• Very high priority

Note

Higher priority opportunities are displayed first in the pipeline view.

Once all details are complete, click Add to create the opportunity.