Managing leads — adding, editing, and converting
Add leads, edit details, and convert them to customers in AdoxERP CRM.
Leads are your potential customers. This guide covers adding a lead, editing its details, and converting it once they are ready to do business.
Adding a lead
- Go to CRM > Leads in the sidebar
- Click + Lead in the top right
- Enter the lead's name (person or business)
- Fill in optional fields — phone, email, source, and channel
- Click Save
The lead is created at the first pipeline stage.
You can also import leads in bulk from a spreadsheet via CRM > Leads > Import.
Viewing and organizing leads
The Leads page has two views:
- List view — one row per lead with sortable columns
- Kanban view — cards grouped by pipeline stage
Use filters and search to narrow results by status, source, assigned salesperson, or date range.
Website enquiries can arrive automatically if you set up a channel connection.
Editing a lead
Click any lead row to open the detail panel. You can update:
- Contact information (phone, email, address)
- Pipeline stage (drag in Kanban or select in detail)
- Tags and custom fields
- Notes and activity log
Changes save automatically.
Adding notes and activities
Keep each lead's history in one place:
- Notes — record discussions, requirements, or agreements
- Activities — schedule follow-up calls, meetings, or tasks with due dates
Setting a next activity date ensures no lead goes cold — overdue activities appear highlighted.
Converting a lead to a customer
When a lead is ready to do business:
- Open the lead detail
- Click Convert to Customer
- Confirm or adjust the customer details
- The lead status changes to Converted
All history carries forward to the new customer record — no re-entry needed.