Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Leads in Workbooks CRM

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.


Related content

Once you have qualified a Lead, you will want to convert the Lead into new Person and Organisation records, and perhaps create an Opportunity record.