> ## Documentation Index
> Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Management

> Create, import, and qualify leads in SalesOS — from initial capture to conversion into deals.

# 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

<Steps>
  <Step title="Navigate to Leads">
    Click **Leads** in the sidebar or press `G` then `L`.
  </Step>

  <Step title="Click New Lead">
    Click the **+ New Lead** button at the top-right corner.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Assign the lead">
    Choose a sales rep to own the lead, or leave it unassigned for round-robin distribution.
  </Step>

  <Step title="Save">
    Click **Create** to add the lead to your database.
  </Step>
</Steps>

### Importing Leads in Bulk

SalesOS supports CSV import for adding multiple leads at once:

1. Go to **Leads** and click **Import**
2. Download the CSV template to see the expected column format
3. Fill in the template with your lead data
4. Upload the completed CSV file
5. Map your CSV columns to SalesOS fields
6. Review the preview and click **Import**

<Note>
  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.
</Note>

### 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                                |
| **Email**         | 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:

<AccordionGroup>
  <Accordion title="New">
    The lead was just created and has not been contacted yet. This is the default status for all new leads.
  </Accordion>

  <Accordion title="Contacted">
    A sales rep has made initial contact with the lead via phone, email, or another channel.
  </Accordion>

  <Accordion title="Qualified">
    The lead meets your qualification criteria and is ready to be converted into a deal in the pipeline.
  </Accordion>

  <Accordion title="Unqualified">
    The lead does not meet your criteria — wrong fit, no budget, no authority, or not the right timing.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

### Converting a Lead to a Deal

When a lead is qualified and ready to enter the pipeline:

1. Open the lead detail view
2. Click **Convert to Deal**
3. Confirm the deal value, expected close date, and initial pipeline stage
4. The lead status changes to **Converted** and a new deal card is created in the pipeline

<Tip>
  All information from the lead record (notes, custom fields, contact details) is carried over to the deal. You do not need to re-enter anything.
</Tip>

## 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

## Next Steps

<CardGroup cols={2}>
  <Card title="Opportunities" icon="handshake" href="/user-guide/sales/opportunities">
    Manage deals after converting leads
  </Card>

  <Card title="Custom Fields" icon="sliders" href="/admin/customization/custom-fields">
    Add custom fields to capture more lead data
  </Card>
</CardGroup>