Introduction to Leads

Leads in Workbooks are used to record details of a person and/or organisation who you have not yet qualified as being a ‘real’ prospect.  They are a valuable source of new business so it’s important that they’re managed well and actioned quickly.

You can:

• Enter Leads manually.
• Import Leads in bulk.
• Set up a Web2Lead form so that the details of people completing a form on your website are automatically added to your Leads.
• Follow up and track your Leads.
• Convert Leads to People and Organisations and automatically generate Opportunity records.
• Add Leads to a Marketing Campaign.