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Leads ​

A lead is a person who has not bought from you yet. Use leads to track a prospect from the first contact to the first order.

Go to Admin > CRM > Leads.

The list ​

Search by name, email address, or company. Filter by Status and by Tag.

The columns are Name, Email, Company, Source, Status, Tags, Created, and Actions. A lead with no first or last name shows the email address in the Name column. An empty Company, Source, or Tags cell reads -.

The page shows 20 leads at a time.

Lead statuses ​

StatusMeaning
NewNobody has contacted the lead yet.
ContactedYour team made the first contact.
QualifiedThe lead is a real prospect.
ConvertedThe lead now has an account on your panel.
LostThe lead is not interested, or went to a competitor.

Add a lead ​

WARNING

Only an admin can create a lead. The panel has no public lead capture form, and registration does not create a lead.

  1. Go to Admin > CRM > Leads.
  2. Click Add Lead.
  3. Enter an Email. This field is required. Everything else is optional.
  4. Fill in First Name, Last Name, Company, and Phone.
  5. Type a Source. This is free text, such as Website, Referral, or LinkedIn.
  6. Pick a Status.
  7. Click Create Lead.

The status list on this form has three entries only: New, Contacted, and Qualified. Set Converted or Lost later, from the lead page.

A blank email gives Email is required.

The lead page ​

Click the eye icon on a row to open the lead.

The header shows the name, the status, the email address, and the tags.

The Details card holds the email, name, company, phone, and source. An empty field reads N/A. Click Edit to change any of them.

At the foot of the card, a line records who created the lead and when. For a converted lead, a second line links to the customer account.

Change the status ​

The status is a pill inside the Details card. Click it, then pick a new status from the list. The change saves at once, with no confirmation.

Notes ​

Type into the box under Notes and click Add Note. Each note carries the admin name and the time.

Click the pin icon to hold a note at the top. Click the bin icon to delete a note. A note is deleted at once, with no confirmation.

Tags ​

Click Add Tag in the header and pick a tag. Click the x on a chip to take a tag off. Create the tags first on Admin > CRM > Tags. Read Tags.

How a lead becomes a customer ​

There are two routes. The panel converts a lead by itself when the prospect registers. You can also convert a lead by hand.

The automatic route ​

When somebody registers an account with the same email address as a lead, the panel links them. It does four things:

  1. It sets the lead status to Converted.
  2. It records the date of the conversion.
  3. It moves the notes from the lead to the new account.
  4. It moves the tags from the lead to the new account.

The new account then carries a From Lead badge in the customers list. The lead row gets a link icon that opens the customer profile.

The panel matches on the email address only, and it ignores the case of the letters. A lead marked Lost is never linked.

TIP

Enter the exact email address that the prospect will sign up with. That address is the only thing that ties the two records together.

The manual route ​

You can set the status of a lead to Converted yourself. Use this route when the prospect already holds an account, or when they bought through another channel.

The panel then does what the automatic route does. It links the lead to the account with the same email address, and moves the notes and tags across. It records the date as well.

The lead page then shows a line that links to the customer account. The account carries a From Lead badge in the customers list.

Delete a lead ​

Click the bin icon on the row. The panel asks:

Delete lead "{name}"? This action cannot be undone.

Click Delete.

WARNING

A converted lead cannot be deleted. Its bin icon is replaced by a crossed-out icon reading Cannot delete a converted lead.

Next steps ​

BadgerPanel Documentation

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