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Leads

Qualify first. Convert once.

New enquiries start as leads, with their source and status, so your contact list and your pipeline stay clean until something is real enough to work.

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The bizzMate leads list showing new enquiries with their source, status and owner before they are converted into a contact, organisation and deal.

Why it matters

What leads is for

If every enquiry becomes a contact and a deal immediately, your pipeline stops meaning anything within a month.

Leads give you a holding area with structure: who it is, where they came from, what state the conversation is in — and a one-step conversion once it is worth pursuing.

At a glance

  • Name, company, email and phone on the lead
  • Lead source, so you learn what actually works
  • A status you move through as you qualify
  • Activities and notes on the lead itself
  • One-step conversion into contact, organisation and deal

Capabilities

What it actually does

Every item below is a shipped part of bizzMate today — not a roadmap entry.

A real record, not a sticky note

Leads carry their own detail, activity history and owner, so qualification is tracked work rather than something happening in an inbox.

Conversion that keeps the history

Converting a lead creates the contact, the organisation and the opportunity together, carrying the qualification work across so nothing is retyped or lost.

Honest lost outcomes

Marking a lead lost cancels the follow-up tasks that only existed for that lead, so your activity queue does not fill with work for something that is over.

Source tracking

Record where each lead came from and see it in reporting, so you can tell which channels are producing customers rather than noise.

How it works

How it fits a working day

  1. Step 1: Capture the enquiry

    Create the lead with whatever you have — often just a name, a company and an email.

  2. Step 2: Qualify with real activity

    Log the calls and notes on the lead as you work out whether there is anything there.

  3. Step 3: Convert or close

    Convert into a contact, organisation and deal in one step, or mark it lost and let bizzMate clean up the follow-ups it created.

Frequently asked questions

Do I have to use leads?
No. If every enquiry you get is already qualified, you can create contacts and deals directly. Leads are there for businesses whose enquiry volume is higher than their real opportunity count.
What happens to the lead record after conversion?
It is retained and linked to what it became, so the origin of a customer is still traceable. Converted leads are protected from deletion for that reason.

Explore related capabilities

Try leads on your own customers.

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