Leads & Sales Pipeline
Capture leads, qualify them, and move opportunities through your pipeline.
Create & qualify lead
An authorized user creates a new Lead record and updates its status as it progresses through qualification.
Assign leads (manual & self-assignment)
Sales Managers assign unassigned leads to Sales Reps, or Sales Reps self-claim leads from the queue.
Convert lead to opportunity
A qualified Lead is converted into a Contact, Company, and Opportunity in a single atomic operation.
Move opportunity through pipeline stages
An authorized user advances or moves backward an Opportunity through pipeline stages, with approval for stage skips and reasons for backward moves.
Close opportunity — won
An authorized user closes an Opportunity as "Closed Won" after all prerequisites are met.
Close opportunity — lost
An authorized user closes an Opportunity as "Closed Lost" with a mandatory loss reason.
Reopen closed opportunity
A closed opportunity (Won or Lost) is reopened and returned to an active pipeline stage.