Important

We are updating the images for OroCommerce version 6.1 to align with the latest changes in the back-office design. During this transition, some images may still show older versions. Thank you for your patience as we work to update all visuals to reflect these changes.

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