Important

You are browsing the documentation for version 1.6 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Leads

In order to save and process the details of commercial activity with people or businesses that have authority, budget and interest to purchase goods and/or services from you, for whom the probability of actual sales is not yet high or is impossible to define, use Lead. Essentially, leads are prospects or potential sales in a form of contact data. Initial agreement discussions, preliminary price requests or invitations for a bid may be examples of a lead.

Note

See a short demo on how to create and work with a lead or keep reading the step-by-step guidance below.

Hint

Before you work with leads, make sure they are enabled in the application. To learn how to do it, see the System topic.

• Create a Lead
• Manage Leads
• Qualify a Lead
• Import Leads
• Export Leads
• Use Leads in Reports