Lead capture with full context
Record name, company, job title, email, phone, mobile, website, source, estimated value, currency, and notes on a structured lead form.
CRM Feature
Lead Management Software That Follows Every Lead to Conversion
Capture new leads with source, rating, and estimated value, assign them to team members, work them through clear statuses, and convert qualified leads into accounts, contacts, and deals without retyping anything.
Statuses from New to Converted
Assignment and unassigned filters
Built-in lead conversion
Lead metrics on the CRM dashboard
Lead totals, qualified leads, converted leads, and conversion rate reported from real lead records.
Overview
One Place to Capture and Qualify Every Lead
Every lead in TenantSaaS CRM carries the details a sales team actually works with: name, company, job title, contact channels, website, a configurable lead source, an assignee from your workspace, an estimated value with currency, and a description. Each lead also receives an automatic reference code so it can be found instantly from global search.
Leads move through seven implemented statuses — New, Contacted, Working, Qualified, Unqualified, Converted, and Lost — and carry a Hot, Warm, Cold, or Unrated rating. When a lead is marked Lost or Unqualified, the form requires a lost reason, so your team keeps the context behind every closed lead.
Capabilities
What Leads Can Do
Every capability below reflects functionality implemented in the TenantSaaS CRM module.
Assignment and ownership
Assign each lead to a workspace member, filter for unassigned leads, and keep accountability visible in every table view.
Status and rating workflow
Track leads through New, Contacted, Working, Qualified, Unqualified, Converted, and Lost, with Hot, Warm, Cold, or Unrated ratings.
Configurable lead sources
Define your own lead source list — ordered and activated per workspace — and attach a source to every lead for reporting.
Lead conversion
Convert a qualified lead into an account, a contact, and an optional open deal in a chosen pipeline stage, in a single guided action.
Loss tracking
Lost and Unqualified leads require a lost reason, keeping the “why” attached to every lead that does not move forward.
Follow-up work on the lead record
Log activities, create tasks, and add notes directly from the lead through built-in related-record panels.
Duplicate awareness
A workspace setting enables duplicate detection, helping teams avoid entering the same lead twice.
Record Management
Working with Leads Day to Day
- Create, view, edit, soft-delete, and restore leads with tenant-scoped access rules.
- Search leads by code, name, company, email, or phone — including from workspace-wide global search.
- Sort by code, name, status, rating, estimated value, or creation date.
- Filter by multiple statuses, multiple ratings, source, assignee, unassigned leads, converted leads, and trashed records.
- Toggle table columns such as phone and created date to match how your team works.
- Organize leads with colored CRM tags and extend records with custom fields defined for leads.
- Automatic lead reference codes use a prefix you control in CRM settings.
How It Works
The Leads Workflow
This flow follows the statuses, actions, and events implemented in the CRM module.
Capture the lead
A new lead starts in the New status with its source, rating, estimated value, and contact details recorded.
Assign it to a team member
Pick an assignee from your workspace. Assignment notifications and visibility rules keep the right person responsible.
Work and qualify
Move the lead through Contacted and Working while logging calls, emails, meetings, notes, and follow-up tasks against it.
Qualify or close with a reason
Mark the lead Qualified to move forward, or Unqualified/Lost with a required reason so nothing closes silently.
Convert to real sales records
Conversion creates or reuses an account, creates a contact, optionally opens a deal in a selected pipeline stage, copies tags across, and stamps the conversion time.
Dashboard & Analytics
How Leads Shows Up in CRM Analytics
These metrics and reports are part of the implemented CRM dashboard and reports pages.
- Total, new, qualified, and converted lead counts for a selected date range.
- Lead conversion rate with trend comparison against the previous period.
- Lead Source Performance report: leads, conversions, and conversion rate per source.
See the full picture on the CRM Dashboard and CRM Reports pages.
CRM analytics view
Metrics and charts from the implemented CRM dashboard.
Access Control
Who Can See and Manage Leads
Lead access is enforced by tenant-scoped policies, not just navigation. Workspace owners, CRM managers, and team admins can see every lead; other users see leads assigned to them or created by them.
Every lead belongs to one workspace, and policies verify workspace membership before any action.
View, create, update, delete, and restore permissions are granted per role.
A workspace setting can broaden visibility so all sales users see all leads.
FAQ
Lead Management FAQ
Answers reflect the CRM implementation that ships with TenantSaaS.
Which lead statuses does TenantSaaS CRM support?
Leads move through New, Contacted, Working, Qualified, Unqualified, Converted, and Lost. Lost and Unqualified leads require a lost reason.
How does lead conversion work?
Converting a lead creates or reuses a company account, creates a contact from the lead’s details, and can open a deal in a pipeline stage you choose. Tags are copied across, the lead is marked Converted, and the assignee is notified.
Can I rate and prioritize leads?
Yes. Every lead carries a Hot, Warm, Cold, or Unrated rating, and tables can be filtered by multiple ratings at once.
Can leads be assigned to specific team members?
Yes. Leads are assigned to workspace members, an “unassigned” filter surfaces leads without an owner, and assignment drives who can see the lead when broad visibility is not granted.
Where do lead sources come from?
Lead sources are configured per workspace with their own names, ordering, and active flags. A default source can be set in CRM settings.
Can I track the estimated value of a lead?
Yes. Leads store an estimated value and a currency, and that value seeds the deal amount if you create a deal during conversion.
Is lead data separated between companies?
Yes. Every lead is scoped to its workspace, and CRM policies verify workspace membership before showing or changing a lead.
Does the CRM detect duplicate leads?
A duplicate detection setting can be enabled per workspace to help teams avoid capturing the same lead twice.
Put Lead Management to Work
Start a free TenantSaaS workspace and manage leads alongside the rest of the CRM module.