CRM & Leads
Track possible customers from first contact to a won sale: capture a lead, turn it into a customer and a tracked "deal", send a price quote, and convert an accepted quote into a real invoice with one click.
Think of CRM as a sales funnel on a conveyor belt. A lead is a business card you just collected; converting it drops the contact into your customer book and starts a deal card you slide along a track (New โ Qualified โ Quoted โ Won or Lost). A quote is the written price you hand them, and "โ Invoice" is the cashier turning that accepted price into an actual bill.
01What you see on the screen
Three cards: โ Lead (add a lead + the leads list), Deals Pipeline (deals moving through stages), and โ Quote (build a quote + the quotes list). The pipeline stages, in order, are:
| Stage | Chance of winning | Meaning |
|---|---|---|
| New | 10% | Just created. |
| Qualified | 30% | A real opportunity. |
| Quoted | 60% | You've sent a price. |
| Won | 100% | Closed as a sale. |
| Lost | 0% | Closed with no sale. |
02Add a lead โ every field
| Field | What to enter | Example | Needed? | Why it matters |
|---|---|---|---|---|
| Name | The contact person | Ahmed Al Mansoori | Yes | Who the lead is; becomes the deal title. |
| Company | Their business name | Gulf Trading LLC | Optional | Used as the customer name when you convert. |
| Contact email | ahmed@gulftrading.ae | Optional | Copied to the customer record on convert. | |
| Est. value | Rough deal size in AED | 25000 | Def. 0 | Pre-fills the deal's amount. |
03From lead to invoice
Add a lead
- Open the CRM tab.
- In โ Lead, enter the Name (and optional Company, Email, Est. value).
- Click Add Lead โ it appears with status new.
Convert the lead, then quote
- In the leads list, click Convert โ. This creates a customer and a deal (in the New stage) and marks the lead converted.
- (Optional) In Deals Pipeline, use the Stage dropdown to move the deal along.
- In โ Quote, pick the new customer, click ๏ผ Add line, and enter Description, Qty, Price, VAT%.
- Click Create Quote โ it totals it (e.g. AED 5,000 + 250 VAT = 5,250) and saves as a draft with a number like
QT-20260720-A1B2.
Convert an accepted quote to an invoice
- In the quotes list, find the draft the customer accepted and click โ Invoice.
- A real posted sales invoice is created with the same lines and totals; the quote shows converted โ INV-โฆ, and its deal is automatically marked Won.