Sales Creatio, commerce edition
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The [Leads] section

A lead represents an interest in your products and services  and expressed by a potential customer. For example, new leads emerge if new users have registered on your website or if you receive a call from a contact who was previously interested in your services. With Creatio leads, you can work both with the customers who are ready to make a deal or those who need some more time to consider a purchase.

Leads can be registered manually or imported from an Excel file.Leads can also be created automatically if you set up automatic lead registration for your landing pages.

Note

If the [Create contact] checkbox is selected for a landing record, then when a customer submits a landing form, Creatio will create both a lead and a contact record.

Using the Leads section, you can manage the lead nurturing process from the moment a potential customer expresses an interest in your products up to the handoff to sales. In this section, you can store communication options and general information about potential customers, and track lead sources.

Views

The following views are available:

  • btn_com_list_view.png – The list view displays a list of records. The list of columns and their functions are covered in the description of the lead page. Read more >>> 

  • btn_com_analytics.png – The dashboard view displays charts, metrics and gauges with statistics on your leads. Read more >>> 

Contents

Lead management process

Lead page

The toolbar (1)

The [Lead info] tab

The [Customer need details] tab

The [Timeline] tab

The [History] tab

The [Attachments and notes] tab

The [Feed] tab

Lead qualification

Lead distribution

Lead handoff to sales

Awaiting sale

Lead duplicate search

Actions in the [Leads] section

Dashboards in the [Leads] section

Leads FAQ

See also

Record pages

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