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Leads Overview

Introduction to managing leads in Deiza

5 min read

# Leads Overview


Your Deiza CRM helps you track every potential customer from first contact to paying client.


What is a Lead?


A lead is anyone who has shown interest in your business:

  • Filled out your contact form
  • Requested a quote
  • Called your business
  • Emailed you

    • The Leads Dashboard


    Navigate to Leads to see:


    Lead List

  • All contacts in one place
  • Sortable by date, name, status
  • Quick search
  • Filter by status

    • Lead Statuses

  • New: Just came in
  • Contacted: You've reached out
  • Qualified: Good potential customer
  • Proposal: Quote/proposal sent
  • Customer: They've paid you!
  • Lost: Didn't convert

    • Lead Details

    Click any lead to see:

  • Contact information
  • Communication history
  • Notes
  • Related invoices

    • Where Leads Come From


    Leads are automatically captured from:

  • Your Deiza website contact forms
  • Quote request forms
  • Email inquiries (with email integration)

    • You can also add leads manually.


    Lead Notifications


    Get notified instantly when:

  • A new lead comes in
  • A lead responds
  • A quote is accepted

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