Base de connaissances

Overview

Leads represent potential customers before conversion. Persisca XRM tracks every lead’s origin, activity, and stage to improve conversion efficiency.

Adding Leads

1. Navigate to Sales → Leads → New Lead.
2. Fill in name, company, phone, and email.
3. Assign source (Referral, Website, Event, etc.).
4. Choose current status (New, Contacted, Qualified).
5. Assign responsible staff.
6. Save.

Managing Leads

• View leads in Kanban View for drag‑and‑drop movement between stages.
• Use filters for date, owner, or source.
• Record notes or attach files to preserve communication.

Converting Leads to Customers

1. Open a lead profile.
2. Click Convert to Customer.
3. Confirm details; Persisca XRM creates a new customer profile automatically.

Fields & Functions Summary

• Lead Source: Identifies marketing origin.
• Status: Represents pipeline stage.
• Assigned Staff: Owner of the lead.
• Tags: For quick filtering.
• Notes: Log of interactions.

Section Summary: Properly managed leads accelerate revenue generation and maintain pipeline visibility.

Key Takeaways:

• Keep lead sources accurate for reporting.
• Use Kanban for visual workflow control.
• Conversion transfers history automatically.