Appearance
Leads
Leads (/crm/leads) is a simple sales pipeline. Each lead is a customer or prospect you're working on, with where it came from and an estimated value. Leads sit on a board in five columns (New, Contacted, Qualified, Won, and Lost), and each column shows how many leads it holds and their total value.
Where to find it
Customers → Leads in the sidebar.
Leads appears when your store's Vertical pack is Default, Apparel, Auto / RV, or Jewelry. The vertical pack is set under Setup → Store profile.
Who can use it
| Role | What they can do |
|---|---|
| Owners, Admins, Managers | See, add, move, and delete leads. |
| Cashiers | See, add, and move leads. |
| Viewers | See the board. |
Add a lead
- Click New lead.
- Choose who the lead is:
- Existing customer: pick them from the list.
- New customer: enter a First name and, optionally, a Last name, Company, and Email. They're added to your customers along with the lead.
- Optionally, enter a Source (such as Walk-in, Referral, or Website) and an Estimated value.
- Choose the Stage. It starts at New.
- Click Create lead.
Each card on the board shows the company (or the person's name if there's no company) and the lead's estimated value.
Move a lead along
- On the lead's card, click the ⋯ menu.
- Under Move to, choose the new stage.
Keep leads that closed in Won or Lost as a record of how each one ended.
Delete a lead
- On the lead's card, click the ⋯ menu and choose Delete.
- Confirm.
Deleting a lead doesn't delete the customer.
Common questions
Q. Why don't I see Leads in the sidebar? A. Either your store's Vertical pack doesn't include Leads (for example, Hardware or Restaurant), or your role can't view customers. Check Setup → Store profile, or ask an owner or admin.
Q. Can I change a lead's value or source later? A. The board only changes a lead's stage. To change the value or source, delete the lead and add it again.
Q. Does moving a lead to Won create a sale? A. No. Ring up the sale at the counter, or write the customer a B2B quote first.