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Create & qualify lead

An authorized user creates a new Lead record and updates its status as it progresses through qualification.

When this happens: You click New Lead from the Lead list view, global + menu, or via CSV import.

Step by step

  1. 1

    Click New Lead.

    EasyCRM shows the Create Lead form: First Name, Last Name (required), Email, Phone, Company Name (free text), Source (required dropdown), Status (default: New), Owner (default: current user), and custom fields.

  2. 2

    Fill in required fields and optional fields.

  3. 3

    Click Save.

    EasyCRM checks inputs: names 1–100 chars; email format (if provided); Source is a valid option; required custom fields populated. If Email is provided: checks for existing Contact with same email — displays informational warning if found. EasyCRM checks for existing active Lead with same email — displays informational warning if found. EasyCRM creates the Lead record. Sets Score = 0 (default), Status = New, CreatedAt, CreatedBy. If no Owner selected, lead enters the Unassigned Queue. EasyCRM takes you to Lead detail page. Toast: Lead created successfully.

Other paths

Duplicate email — existing contact found

If an existing Contact with the same email is found. EasyCRM shows a warning: An existing contact with this email was found: [Name] at [Company]. This lead may be a duplicate Click Continue — lead is created (step 7). Or clicks View Contact — navigates to the existing contact.

Duplicate email — existing lead found

If an existing active Lead with the same email is found. EasyCRM shows a warning: An existing lead with this email already exists: [Name] Click Continue — lead is created. Or clicks View Lead — navigates to existing lead.

Lead created without owner (goes to queue)

Clears the Owner field before saving. If creates the lead with . Lead appears in the Unassigned Leads Queue visible to ADM and SM.

Update lead status to qualified

Open an existing Lead and changes Status to Qualified EasyCRM checks: no additional prerequisites for qualification. EasyCRM updates status. Convert to Opportunity button becomes prominently available. With field change Status: New — Qualified.

Disqualify lead

Changes Status to Disqualified EasyCRM shows disqualification reason dialog: dropdown (Not Interested, No Budget, Wrong Contact, Competitor, Spam, Other) + free-text notes. Select reason and optionally adds notes. Clicks Disqualify EasyCRM updates status. Lead remains in the list but is visually marked as disqualified (red badge).

If something goes wrong

Validation failure

If one or more fields are invalid. EasyCRM shows inline errors. Form remains open.

Unauthorized

Your role does not allow Lead creation. New Lead button is hidden. Direct API call — a permission error.

Good to know

  • Company Name on a Lead is free text, not an FK to Companies. Company linkage occurs at conversion.
  • Duplicate email warnings are informational only and do not block creation.
  • Disqualification requires a reason from a predefined list.
  • Lead score is auto-calculated by scoring rules (FR-06) and displayed on the detail page.