Managing Leads

What is a lead?

A lead is a potential customer who has shown interest in your products or services but has not yet made a purchase.

Importing leads

1. Go to Leads
2. Click Import
3. Upload a CSV file with columns: firstName, lastName, email, phone, source, ads (campaign name)
4. Select the staff distribution pool - choose which sales staff should receive these leads
5. BCT distributes leads automatically using round-robin assignment

Creating a single lead

1. Click New Lead
2. Fill in contact details, source, and campaign
3. Optionally assign to a specific staff member or use auto-assign

Lead stages

Leads move through stages: New → Contacted → Qualified → Proposal → Closed Won / Closed Lost

Viewing your leads

Sales staff see only leads assigned to them. Management sees all leads across the organization. Filter by campaign (ads), source, status, and assigned staff.