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Leads

What are leads

A lead is a person or entity that has shown interest in a company's offerings and has the potential to become a customer. Leads can come from various sources, including website inquiries, social media interactions, trade shows, referrals, and advertising campaigns.

When lead is created?

Use cases of leads

What types of leads can be created?

What are the use cases of leads?

Who can manage leads?

Who can view leads?

How to verify the leads?

Properties a lead offers

property name Description
First Name This field represents the lead's given name or forename.
Last Name This field represents the lead's surname or family name.
Email This field contains the lead's email address, which serves as a unique identifier for communication and account management.
phone This field contains the lead's phone number, which may be used for communication or verification purposes.
Company Lead's workplace
purpose what is the target to be fulfilled with the lead
comment few descriptive words on the lead.