Leads

Leads are used to handle sales opportunities and follow-ups in SeeRM.

Each lead must belong to a customer, and a customer can have multiple leads. A lead must have a unique name and an address.

Leads also have important fields such as:

Info - A description or summary of the lead
Close date - The date when the lead is expected to be closed
Value - The total value of the lead if it is won
Assigned - One or more users connected to the lead
Owner - One optional owner responsible for the lead
Priority - Low, Medium, High, or Urgent
Status - Read more in Statuses
Source - Read more in Sources
Type - Read more in Types

Leads Overview

Leads are available in Main Navigation → Leads, where you see a table of all leads in the system.

In this table view you have:

Multiple filters to narrow down leads
Free-text search
Bulk selection for performing actions on multiple leads

From the top-right corner of the table you can also:

Create a new lead manually with the plus icon:
Open the lead financial dashboards with the dashboard icon:

Clicking a lead opens the detailed lead view.

Your Personal Lead Board

In the top-right corner you also have your user icon:

From there you can open Leads, which takes you to your personal kanban board for leads.

This board shows the leads where you are assigned and the leads where you are the owner. They are automatically grouped by status, using the order configured under Admin → Leads → Statuses.

From the board you can:

Move leads between statuses
Get a quick overview of your own pipeline
Click a lead card to open the detailed lead view

Lead Detail View

The lead detail view can be opened from Main Navigation → Leads or from your personal lead board.

This is the main workspace for handling a lead in detail. Here you can:

Upload files
View images
Communicate with the customer
Set reminders and follow-ups
Reassign the lead
Change status, priority, source, and type
Work with the lead information in more detail

If the Oneflow integration is enabled, you can also send offers from the lead.

Bulk Actions

When selecting multiple leads in the table, you can perform bulk actions such as:

Sending templates, read more in Templates
Changing lead statuses
Changing lead sources
Changing lead priorities
Changing lead types

Lead templates are created in the same way as other templates, but lead templates are specific to leads because the available variables are different.

Creating Leads

Leads can be created:

Manually from the leads overview
Through APIs, which you can read more about in Lead API

Automations

Leads also support automations with triggers, conditions, and actions, similar to orders.

You can read more under Automations.

Reminders

Leads support reminders and follow-ups directly inside the lead.

You can read more about reminder types and notifications in Reminders.