Adding and Managing Leads in CRM
Learn how to add new leads, move them through pipeline stages, and convert them into active clients.
- 01
Add a New Lead
Open CRM > Leads and click '+ New Lead'. Enter the prospect's name, email, phone, and source (referral, website, ad). The lead is automatically assigned a pipeline position.
- 02
Customize Pipeline Stages
Go to CRM > Settings > Pipelines. Create custom stages like 'Initial Contact', 'Proposal Sent', 'Under Review', and 'Won'. Drag stages to reorder them.
- 03
Move Leads Through Stages
Drag and drop lead cards between pipeline columns on the Kanban board. Each stage change is logged in the activity feed with a timestamp.
- 04
Convert Lead to Client
When a lead is won, click 'Convert to Client'. ZentroBiz creates a full client record with a 12-digit account number, links all prior communication, and moves them to your active client list.
Still need help?
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