Leads
All approved sources
All representatives
Lead records
| ID | Source | Status | Owner | Last Activity |
|---|---|---|---|---|
| LEAD-001 | Web enquiry | Converted | Alex Morgan | 28 Oct 2026, 09:42 |
| LEAD-002 | Referral | Assigned | Jordan Lee | 28 Oct 2026, 16:18 |
| LEAD-003 | Web enquiry | New | Unassigned | 30 Oct 2026, 08:05 |
Capture a new lead
Lead Details
LEAD-001
Maya Chen · [email protected]
Source: Web enquiry(WEB-2026-1026)
Assigned: Alex Morgan · Active
Customer need: Expedition equipment · Est. value $2,400
Captured 26 Oct 2026, 08:30 (auto)
Converted · read-onlyOpportunity OPP-001 →
Status Log
26 Oct 08:30 · Captured → New · REP-001
26 Oct 09:00 · Assigned to Alex Morgan · MGR-001
27 Oct 10:15 · Qualified → Converted (OPP-001) · REP-001
Inactive representatives cannot be assigned.