Important

You are browsing documentation for version 5.0 of OroCommerce, OroCRM, and OroPlatform, maintained until August 2024 and supported until March 2026. See version 5.1 (the latest LTS version) of the Oro documentation for information on latest features.

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

Manage Leads in the Back-Office

Leads enabled you 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. 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