Manage Leads

Product Zbix CRM · Version 1.2.0 · Source reviewed · Reviewed 28 October 2026
Audience CRM users and sales teams · Deployment All supported models

Overview

A Lead represents a prospect before conversion into an Account, Contact and optionally a Deal. Lead details also expose revenue planning, business-process controls, sales automation activity and assignment history when those capabilities are enabled.

Purpose

Qualify prospects, capture contact context and keep a clear follow-up before conversion.

Prerequisites

• Lead view/create/edit permissions as appropriate.

• Assign permission to change the owner.

• Any custom data required by the published Lead layout.

Procedure

1. Open CRM > Leads and search by name, company or email. Review the status and rating before creating a duplicate.

2. Select Create lead. Complete Last name and Company, then enter First name, Email, Phone and Job title where known.

3. Choose Status, Rating and Lead source. Add Industry, Estimated value, Country, Website and Description as useful to qualification.

4. Review the Record owner and custom fields, then select Save lead.

5. Open the Lead to add a note, schedule an activity and review any business-process instructions. Update the status as qualification progresses.

6. When the prospect is ready, set Qualified and follow the separate conversion procedure. Do not manually set Converted.

Expected result

A prospect is saved with an owner, qualification state and actionable history.

Fields and controls

Field or control	Rule
Last name and Company	Required in the standard create form.
Status	New, Contacted, Qualified or Unqualified before conversion.
Rating	Hot, Warm or Cold.
Estimated value	Nonnegative numeric prospect estimate.
Lead source	Website, Referral, Event, Partner, Outbound or Other.

Screenshots and diagrams

SS-007 · Leads list. Demonstration capture, 28 October 2026. Select the image to enlarge.

SS-008 · Lead detail record. Demonstration capture, 28 October 2026. Select the image to enlarge.

SS-009 · Create lead form. Demonstration capture, 28 October 2026. Select the image to enlarge.

Important notes

• The standard status choices are New, Contacted, Qualified and Unqualified; conversion sets Converted through a controlled operation.

• An email cannot duplicate another active Lead email in the organization, even if that other Lead is outside your visibility.

• The screenshot contains custom fields added for the demonstration workspace. Your published layout may differ.

Troubleshooting

• Cannot save: complete starred/custom required fields and correct invalid email or amount.

• Duplicate email: ask the owner or administrator to locate the existing Lead.

• Cannot edit a converted Lead: work in the linked Account, Contact or Deal instead.

Related articles

• Convert a qualified Lead

• Record tasks calls and meetings

• Manage Accounts

• Manage Deals and pipeline stages