Lead Management
Leads are potential customers who have shown interest in your product or service but have not yet entered your sales pipeline as a deal. SalesOS provides tools to capture, organize, qualify, and convert leads efficiently.Creating Leads
Manual Creation
Fill in lead information
Enter the required fields: name, email, and phone. Add optional fields like company, position, source, and any custom fields your admin has configured.
Assign the lead
Choose a sales rep to own the lead, or leave it unassigned for round-robin distribution.
Importing Leads in Bulk
SalesOS supports CSV import for adding multiple leads at once:- Go to Leads and click Import
- Download the CSV template to see the expected column format
- Fill in the template with your lead data
- Upload the completed CSV file
- Map your CSV columns to SalesOS fields
- Review the preview and click Import
The import process validates email addresses and phone numbers. Duplicate leads (matched by email) are flagged for review — you can choose to skip, update, or create duplicates.
Lead Sources
Track where your leads come from by setting the Source field:- Website form
- Phone call
- Referral
- Social media
- Trade show / event
- Cold outreach
- Partner
- Custom sources (configured by your admin)
Lead List View
The lead list displays all your leads in a table format with sortable columns:| Column | Description |
|---|---|
| Name | Lead’s full name |
| Company | Associated company |
| Contact email | |
| Phone | Contact phone number |
| Source | How the lead was acquired |
| Status | New, Contacted, Qualified, Unqualified, Converted |
| Owner | Assigned sales rep |
| Created | Date the lead was added |
| Last Activity | Most recent interaction |
Filtering Leads
Use the filter bar to narrow your list:- Status — Filter by lead status
- Owner — Filter by assigned sales rep
- Source — Filter by lead source
- Date range — Filter by creation or last activity date
- Custom fields — Filter by any custom field values
- Tags — Filter by applied tags
Qualifying Leads
Lead qualification is the process of determining whether a lead is a good fit for your product and ready to enter the sales pipeline.Lead Statuses
Each lead progresses through these statuses:New
New
The lead was just created and has not been contacted yet. This is the default status for all new leads.
Contacted
Contacted
A sales rep has made initial contact with the lead via phone, email, or another channel.
Qualified
Qualified
The lead meets your qualification criteria and is ready to be converted into a deal in the pipeline.
Unqualified
Unqualified
The lead does not meet your criteria — wrong fit, no budget, no authority, or not the right timing.
Converted
Converted
The lead has been converted into a deal and now exists in the sales pipeline. The lead record links to the deal for reference.
Converting a Lead to a Deal
When a lead is qualified and ready to enter the pipeline:- Open the lead detail view
- Click Convert to Deal
- Confirm the deal value, expected close date, and initial pipeline stage
- The lead status changes to Converted and a new deal card is created in the pipeline
Lead Activity Timeline
Each lead has an activity timeline that logs:- Status changes
- Notes added by sales reps
- Emails sent or received (if email integration is enabled)
- Phone calls logged
- Tasks created and completed
- File attachments
Best Practices
- Respond quickly — Leads contacted within the first hour have significantly higher conversion rates
- Use consistent qualification criteria — Agree as a team on what makes a lead “qualified”
- Keep notes updated — Document every interaction so any team member can pick up the conversation
- Clean up regularly — Mark unqualified leads to keep your list focused on real opportunities
- Track your sources — Understanding which sources produce the best leads helps optimize marketing spend